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
651
$22K ﹤0.01%
1,941
652
$22K ﹤0.01%
700
+100
653
$22K ﹤0.01%
322
-130
654
$22K ﹤0.01%
667
-195
655
$22K ﹤0.01%
1,750
-195
656
$22K ﹤0.01%
1,675
-12
657
$22K ﹤0.01%
1,634
+381
658
$21K ﹤0.01%
284
659
$21K ﹤0.01%
80
660
$21K ﹤0.01%
555
661
$21K ﹤0.01%
1,139
662
$21K ﹤0.01%
200
663
$21K ﹤0.01%
536
+200
664
$21K ﹤0.01%
+1,256
665
$21K ﹤0.01%
1,037
666
$21K ﹤0.01%
229
-10
667
$21K ﹤0.01%
200
-361
668
$21K ﹤0.01%
737
669
$20K ﹤0.01%
118
670
$20K ﹤0.01%
119
671
$20K ﹤0.01%
63
-8
672
$20K ﹤0.01%
1,004
673
$20K ﹤0.01%
185
674
$20K ﹤0.01%
402
-323
675
$20K ﹤0.01%
803
-354
25 26
27
28 29