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
676
$20K ﹤0.01%
606
+2
677
$20K ﹤0.01%
638
678
$20K ﹤0.01%
1,200
679
$20K ﹤0.01%
1,510
-210
680
$20K ﹤0.01%
246
681
$19K ﹤0.01%
9
-1
682
$19K ﹤0.01%
268
683
$19K ﹤0.01%
775
684
$19K ﹤0.01%
+782
685
$19K ﹤0.01%
214
686
$19K ﹤0.01%
70
+20
687
$19K ﹤0.01%
1,500
688
$19K ﹤0.01%
332
689
$19K ﹤0.01%
121
690
$19K ﹤0.01%
505
691
$18K ﹤0.01%
226
-511
692
$18K ﹤0.01%
358
693
$18K ﹤0.01%
+318
694
$18K ﹤0.01%
548
-138
695
$18K ﹤0.01%
91
+50
696
$18K ﹤0.01%
235
+50
697
$18K ﹤0.01%
625
698
$18K ﹤0.01%
216
699
$18K ﹤0.01%
302
700
$18K ﹤0.01%
132
26 27
28
29 30