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
951
$4K ﹤0.01%
133
-400
952
$4K ﹤0.01%
48
+9
953
$4K ﹤0.01%
100
954
$4K ﹤0.01%
121
955
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127
-10
956
$4K ﹤0.01%
238
957
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175
958
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50
959
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100
-50
960
$4K ﹤0.01%
163
961
$4K ﹤0.01%
+75
962
$4K ﹤0.01%
95
963
$4K ﹤0.01%
259
964
$4K ﹤0.01%
+131
965
$4K ﹤0.01%
+50
966
$4K ﹤0.01%
60
967
$4K ﹤0.01%
100
968
$4K ﹤0.01%
272
969
$4K ﹤0.01%
755
970
$4K ﹤0.01%
1
971
$4K ﹤0.01%
2,000
972
$4K ﹤0.01%
37
+14
973
$4K ﹤0.01%
750
+250
974
$4K ﹤0.01%
100
975
$4K ﹤0.01%
70
37 38
39
40 41