SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
-$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$3.99M
3
+$3.05M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$2.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.02M

Top Sells

1
+$2.07M
2
+$1.42M
3
+$1.36M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.33M
5
FSLR icon
First Solar
FSLR
+$1.26M

Sector Composition

1 Technology 14.69%
2 Healthcare 10.49%
3 Financials 8.89%
4 Consumer Discretionary 6.8%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$34K ﹤0.01%
1,185
-819
577
$33K ﹤0.01%
3,569
578
$33K ﹤0.01%
1,660
+155
579
$33K ﹤0.01%
300
-65
580
$33K ﹤0.01%
975
581
$33K ﹤0.01%
474
582
$33K ﹤0.01%
880
583
$33K ﹤0.01%
437
584
$32K ﹤0.01%
393
585
$32K ﹤0.01%
1,740
-800
586
$32K ﹤0.01%
211
587
$31K ﹤0.01%
3,000
588
$31K ﹤0.01%
950
589
$31K ﹤0.01%
537
590
$31K ﹤0.01%
115
591
$31K ﹤0.01%
460
592
$31K ﹤0.01%
504
-84
593
$31K ﹤0.01%
554
594
$30K ﹤0.01%
475
595
$30K ﹤0.01%
1,977
+80
596
$30K ﹤0.01%
1,200
597
$30K ﹤0.01%
500
598
$30K ﹤0.01%
401
599
$30K ﹤0.01%
750
600
$30K ﹤0.01%
+103
22 23
24
25 26