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
1001
$3K ﹤0.01%
810
1002
$3K ﹤0.01%
145
1003
$3K ﹤0.01%
+14
1004
$3K ﹤0.01%
161
1005
$3K ﹤0.01%
128
1006
$3K ﹤0.01%
+503
1007
$3K ﹤0.01%
+144
1008
$3K ﹤0.01%
21
+15
1009
$3K ﹤0.01%
+61
1010
$3K ﹤0.01%
217
1011
$3K ﹤0.01%
245
1012
$3K ﹤0.01%
35
-17
1013
$3K ﹤0.01%
+13
1014
$3K ﹤0.01%
100
-55
1015
$3K ﹤0.01%
+50
1016
$2K ﹤0.01%
200
1017
$2K ﹤0.01%
+5
1018
$2K ﹤0.01%
242
1019
$2K ﹤0.01%
26
+1
1020
$2K ﹤0.01%
81
-119
1021
$2K ﹤0.01%
80
1022
$2K ﹤0.01%
170
1023
$2K ﹤0.01%
76
1024
$2K ﹤0.01%
45
1025
$2K ﹤0.01%
144
39 40
41
42 43