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
1051
$2K ﹤0.01%
300
1052
$2K ﹤0.01%
50
1053
$2K ﹤0.01%
+58
1054
$2K ﹤0.01%
+91
1055
$2K ﹤0.01%
78
+13
1056
$2K ﹤0.01%
188
1057
$2K ﹤0.01%
+74
1058
$2K ﹤0.01%
40
+25
1059
$2K ﹤0.01%
+1,000
1060
$2K ﹤0.01%
100
1061
$2K ﹤0.01%
24
1062
$2K ﹤0.01%
65
+30
1063
$2K ﹤0.01%
267
1064
$2K ﹤0.01%
200
1065
$2K ﹤0.01%
100
1066
$2K ﹤0.01%
700
1067
$2K ﹤0.01%
50
1068
$2K ﹤0.01%
86
1069
$1K ﹤0.01%
14
1070
$1K ﹤0.01%
+27
1071
$1K ﹤0.01%
3
1072
$1K ﹤0.01%
27
1073
$1K ﹤0.01%
73
1074
$1K ﹤0.01%
+25
1075
$1K ﹤0.01%
38
41 42
43
44 45