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
726
$15K ﹤0.01%
514
+2
727
$15K ﹤0.01%
531
728
$15K ﹤0.01%
2,320
729
$15K ﹤0.01%
236
730
$15K ﹤0.01%
157
-188
731
$15K ﹤0.01%
700
732
$14K ﹤0.01%
975
733
$14K ﹤0.01%
103
734
$14K ﹤0.01%
50
735
$14K ﹤0.01%
375
736
$14K ﹤0.01%
262
737
$14K ﹤0.01%
214
738
$14K ﹤0.01%
125
+60
739
$14K ﹤0.01%
58
740
$14K ﹤0.01%
43
741
$14K ﹤0.01%
446
742
$14K ﹤0.01%
2,392
743
$14K ﹤0.01%
6,021
+955
744
$14K ﹤0.01%
1,500
745
$14K ﹤0.01%
307
+85
746
$13K ﹤0.01%
600
747
$13K ﹤0.01%
225
748
$13K ﹤0.01%
86
+14
749
$13K ﹤0.01%
+318
750
$13K ﹤0.01%
119
+2
28 29
30
31 32