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
1076
$1K ﹤0.01%
415
1077
$1K ﹤0.01%
40
1078
$1K ﹤0.01%
23
1079
$1K ﹤0.01%
43
1080
$1K ﹤0.01%
18
-22
1081
$1K ﹤0.01%
15
1082
$1K ﹤0.01%
55
-324
1083
$1K ﹤0.01%
+100
1084
$1K ﹤0.01%
20
1085
$1K ﹤0.01%
+70
1086
$1K ﹤0.01%
29
1087
$1K ﹤0.01%
+43
1088
$1K ﹤0.01%
+80
1089
$1K ﹤0.01%
20
1090
$1K ﹤0.01%
26
1091
$1K ﹤0.01%
55
1092
$1K ﹤0.01%
30
1093
$1K ﹤0.01%
500
1094
$1K ﹤0.01%
1,000
1095
$1K ﹤0.01%
50
1096
$1K ﹤0.01%
26
1097
$1K ﹤0.01%
+399
1098
$1K ﹤0.01%
150
1099
$1K ﹤0.01%
124
+3
1100
$1K ﹤0.01%
18
42 43
44
45 46