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
1026
$2K ﹤0.01%
100
1027
$2K ﹤0.01%
23
1028
$2K ﹤0.01%
+100
1029
$2K ﹤0.01%
100
1030
$2K ﹤0.01%
144
+34
1031
$2K ﹤0.01%
+500
1032
$2K ﹤0.01%
200
1033
$2K ﹤0.01%
79
1034
$2K ﹤0.01%
400
1035
$2K ﹤0.01%
225
1036
$2K ﹤0.01%
200
-554
1037
$2K ﹤0.01%
110
1038
$2K ﹤0.01%
+54
1039
$2K ﹤0.01%
+13
1040
$2K ﹤0.01%
45
1041
$2K ﹤0.01%
+6
1042
$2K ﹤0.01%
17
+7
1043
$2K ﹤0.01%
+324
1044
$2K ﹤0.01%
43
1045
$2K ﹤0.01%
41
1046
$2K ﹤0.01%
65
1047
$2K ﹤0.01%
+100
1048
$2K ﹤0.01%
30
-50
1049
$2K ﹤0.01%
220
1050
$2K ﹤0.01%
+16
40 41
42
43 44