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
51
$7.55M 0.48%
59,799
-897
52
$7.45M 0.47%
34,512
+95
53
$7.18M 0.46%
49,886
-527
54
$7.17M 0.46%
26,060
-817
55
$7M 0.44%
43,665
-2,591
56
$6.92M 0.44%
13,711
-257
57
$6.84M 0.43%
110,186
-4,896
58
$6.79M 0.43%
135,397
-28,225
59
$6.75M 0.43%
131,845
+36,498
60
$6.75M 0.43%
34,213
-339
61
$6.62M 0.42%
24,752
+2,151
62
$6.28M 0.4%
85,604
-938
63
$6.14M 0.39%
30,300
-341
64
$5.82M 0.37%
40,493
-1,047
65
$5.77M 0.37%
237,056
-16,595
66
$5.64M 0.36%
32,083
-155
67
$5.58M 0.35%
168,956
-2,731
68
$5.51M 0.35%
145,120
+8,401
69
$5.45M 0.35%
40,603
-2,846
70
$5.29M 0.34%
90,753
+2,841
71
$5.26M 0.33%
218,051
-15,450
72
$5.21M 0.33%
43,898
+2,035
73
$5.21M 0.33%
26,721
-477
74
$5.2M 0.33%
31,138
-960
75
$5.2M 0.33%
142,471
-9,935
1 2
3
4 5