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
1126
– –
-100
1127
– –
-285
1128
– –
-43
1129
– –
-2
1130
– –
-1,200
1131
– –
-325
1132
– –
-400
1133
– –
-670
1134
– –
-54
1135
– –
-1,000
1136
– –
-1,200
1137
– –
-651
1138
– –
-60
1139
– –
-21
1140
– –
-26
1141
– –
-36
1142
– –
-20
1143
– –
-25
1144
– –
-500
1145
– –
-175
1146
– –
-44
1147
– –
-756
1148
– –
-30
1149
– –
-2,000
1150
– –
-36
44 45
46
47 48