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
926
$5K ﹤0.01%
93
927
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28
928
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+151
929
$5K ﹤0.01%
27
930
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105
931
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114
932
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368
933
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504
934
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123
935
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200
936
$5K ﹤0.01%
+166
937
$5K ﹤0.01%
15
938
$5K ﹤0.01%
650
-107
939
$5K ﹤0.01%
125
940
$5K ﹤0.01%
1
941
$4K ﹤0.01%
53
-13
942
$4K ﹤0.01%
+500
943
$4K ﹤0.01%
79
-221
944
$4K ﹤0.01%
134
945
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108
946
$4K ﹤0.01%
60
947
$4K ﹤0.01%
121
948
$4K ﹤0.01%
3,500
949
$4K ﹤0.01%
115
950
$4K ﹤0.01%
33
36 37
38
39 40