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
901
$6K ﹤0.01%
771
-911
902
$6K ﹤0.01%
+150
903
$6K ﹤0.01%
517
904
$6K ﹤0.01%
144
-140
905
$6K ﹤0.01%
116
906
$5K ﹤0.01%
78
+35
907
$5K ﹤0.01%
200
-430
908
$5K ﹤0.01%
+151
909
$5K ﹤0.01%
200
910
$5K ﹤0.01%
133
+2
911
$5K ﹤0.01%
437
912
$5K ﹤0.01%
931
913
$5K ﹤0.01%
303
914
$5K ﹤0.01%
130
915
$5K ﹤0.01%
112
916
$5K ﹤0.01%
+134
917
$5K ﹤0.01%
146
+34
918
$5K ﹤0.01%
200
919
$5K ﹤0.01%
59
-500
920
$5K ﹤0.01%
1,000
-207,377
921
$5K ﹤0.01%
179
922
$5K ﹤0.01%
101
-299
923
$5K ﹤0.01%
250
-750
924
$5K ﹤0.01%
600
+100
925
$5K ﹤0.01%
+462
35 36
37
38 39