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
826
$9K ﹤0.01%
500
827
$9K ﹤0.01%
61
-55
828
$9K ﹤0.01%
180
-50
829
$9K ﹤0.01%
104
830
$9K ﹤0.01%
200
831
$9K ﹤0.01%
407
832
$9K ﹤0.01%
300
833
$9K ﹤0.01%
334
834
$9K ﹤0.01%
380
835
$9K ﹤0.01%
97
+2
836
$9K ﹤0.01%
75
837
$9K ﹤0.01%
323
838
$9K ﹤0.01%
199
839
$9K ﹤0.01%
2,500
840
$8K ﹤0.01%
296
-1,120
841
$8K ﹤0.01%
500
842
$8K ﹤0.01%
134
-605
843
$8K ﹤0.01%
156
844
$8K ﹤0.01%
221
845
$8K ﹤0.01%
30
-13
846
$8K ﹤0.01%
225
-37
847
$8K ﹤0.01%
500
848
$8K ﹤0.01%
72
+10
849
$8K ﹤0.01%
+290
850
$8K ﹤0.01%
187
32 33
34
35 36