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
101
$4.14M 0.26%
48,073
-815
102
$4M 0.25%
49,945
+3,609
103
$3.99M 0.25%
134,709
+1,452
104
$3.84M 0.24%
87,613
-2,741
105
$3.75M 0.24%
32,085
-30
106
$3.67M 0.23%
39,876
+190
107
$3.67M 0.23%
59,102
+205
108
$3.67M 0.23%
146,439
-54,180
109
$3.66M 0.23%
65,300
+469
110
$3.56M 0.23%
138,298
-10,338
111
$3.54M 0.22%
51,599
+1,373
112
$3.32M 0.21%
23,655
-494
113
$3.28M 0.21%
131,812
+14,275
114
$3.25M 0.21%
149,000
-7,805
115
$3.24M 0.21%
11,682
-789
116
$3.13M 0.2%
106,761
-26,588
117
$3.06M 0.19%
29,000
-146
118
$3.05M 0.19%
18,355
+4,697
119
$3.05M 0.19%
9,974
-135
120
$3.03M 0.19%
68,503
-761
121
$2.97M 0.19%
22,174
-2,283
122
$2.94M 0.19%
17,853
+49
123
$2.9M 0.18%
13,983
+16
124
$2.81M 0.18%
40,618
-192
125
$2.77M 0.18%
34,890
-296
3 4
5
6 7