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
751
$13K ﹤0.01%
2,335
+32
752
$13K ﹤0.01%
95
+20
753
$13K ﹤0.01%
+50
754
$13K ﹤0.01%
+396
755
$13K ﹤0.01%
182
-51
756
$13K ﹤0.01%
289
+2
757
$13K ﹤0.01%
2,995
758
$13K ﹤0.01%
2,506
759
$12K ﹤0.01%
+100
760
$12K ﹤0.01%
345
761
$12K ﹤0.01%
537
+2
762
$12K ﹤0.01%
100
763
$12K ﹤0.01%
425
+395
764
$12K ﹤0.01%
+200
765
$12K ﹤0.01%
664
+8
766
$12K ﹤0.01%
400
767
$12K ﹤0.01%
299
+214
768
$12K ﹤0.01%
130
-200
769
$12K ﹤0.01%
510
+9
770
$12K ﹤0.01%
600
771
$12K ﹤0.01%
876
772
$12K ﹤0.01%
50
773
$12K ﹤0.01%
389
774
$12K ﹤0.01%
709
775
$11K ﹤0.01%
400
29 30
31
32 33