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
1101
$1K ﹤0.01%
+10
1102
$1K ﹤0.01%
+12
1103
$1K ﹤0.01%
+211
1104
$1K ﹤0.01%
95
-436
1105
$1K ﹤0.01%
27
1106
$1K ﹤0.01%
+9
1107
$1K ﹤0.01%
+75
1108
$1K ﹤0.01%
27
1109
$1K ﹤0.01%
201
1110
$1K ﹤0.01%
57
1111
$1K ﹤0.01%
+100
1112
$1K ﹤0.01%
250
1113
$1K ﹤0.01%
+44
1114
$1K ﹤0.01%
52
1115
$1K ﹤0.01%
100
1116
$1K ﹤0.01%
+3
1117
$1K ﹤0.01%
100
1118
$1K ﹤0.01%
13
1119
$1K ﹤0.01%
+1
1120
$1K ﹤0.01%
+30
1121
$1K ﹤0.01%
13
1122
$1K ﹤0.01%
100
1123
$1K ﹤0.01%
300
1124
– –
-30
1125
– –
-2,000
43 44
45
46 47