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
701
$17K ﹤0.01%
600
702
$17K ﹤0.01%
150
703
$17K ﹤0.01%
+200
704
$17K ﹤0.01%
111
705
$17K ﹤0.01%
160
706
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315
707
$17K ﹤0.01%
900
708
$17K ﹤0.01%
2,096
709
$17K ﹤0.01%
400
710
$17K ﹤0.01%
250
-50
711
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222
+1
712
$16K ﹤0.01%
202
713
$16K ﹤0.01%
194
714
$16K ﹤0.01%
503
715
$16K ﹤0.01%
700
-240
716
$16K ﹤0.01%
475
717
$16K ﹤0.01%
350
718
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226
+15
719
$16K ﹤0.01%
974
720
$15K ﹤0.01%
400
721
$15K ﹤0.01%
+161
722
$15K ﹤0.01%
113
723
$15K ﹤0.01%
366
+103
724
$15K ﹤0.01%
300
-885
725
$15K ﹤0.01%
300
-100
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