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
76
$5.12M 0.32%
222,550
-6,485
77
$5.08M 0.32%
92,699
-3,268
78
$5.06M 0.32%
219,144
-4,945
79
$5.01M 0.32%
100,680
+61,373
80
$5M 0.32%
59,325
-4,173
81
$5M 0.32%
35,086
-640
82
$4.92M 0.31%
57,153
-2,306
83
$4.91M 0.31%
196,813
-45,525
84
$4.86M 0.31%
79,592
-4,677
85
$4.84M 0.31%
111,280
-5,455
86
$4.65M 0.29%
70,941
+354
87
$4.64M 0.29%
22,131
-452
88
$4.61M 0.29%
20,056
+260
89
$4.57M 0.29%
81,575
+94
90
$4.55M 0.29%
44,424
-3,960
91
$4.54M 0.29%
191,028
-9,655
92
$4.52M 0.29%
26,636
-509
93
$4.49M 0.28%
13,441
-597
94
$4.45M 0.28%
19,659
-506
95
$4.44M 0.28%
101,427
-8,685
96
$4.34M 0.28%
142,825
+131,286
97
$4.27M 0.27%
19,942
+1,851
98
$4.24M 0.27%
108,827
+1,290
99
$4.19M 0.27%
18,010
+562
100
$4.16M 0.26%
61,136
+6,600
2 3
4
5 6