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
801
$10K ﹤0.01%
175
802
$10K ﹤0.01%
891
+791
803
$10K ﹤0.01%
135
804
$10K ﹤0.01%
122
-499
805
$10K ﹤0.01%
400
806
$10K ﹤0.01%
185
807
$10K ﹤0.01%
175
808
$10K ﹤0.01%
1,215
+215
809
$10K ﹤0.01%
154
810
$10K ﹤0.01%
36
811
$10K ﹤0.01%
198
812
$10K ﹤0.01%
380
813
$10K ﹤0.01%
242
814
$10K ﹤0.01%
210
-200
815
$10K ﹤0.01%
122
816
$10K ﹤0.01%
225
+157
817
$10K ﹤0.01%
5,000
818
$10K ﹤0.01%
40
+25
819
$9K ﹤0.01%
145
-150
820
$9K ﹤0.01%
100
821
$9K ﹤0.01%
305
822
$9K ﹤0.01%
701
823
$9K ﹤0.01%
360
+168
824
$9K ﹤0.01%
39
825
$9K ﹤0.01%
321
31 32
33
34 35