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
126
$2.74M 0.17%
12,752
-1,417
127
$2.73M 0.17%
30,198
-934
128
$2.72M 0.17%
20,380
-500
129
$2.68M 0.17%
208,544
130
$2.63M 0.17%
19,365
+1,804
131
$2.59M 0.16%
15,764
-201
132
$2.37M 0.15%
19,566
-36
133
$2.36M 0.15%
13,179
-1,560
134
$2.35M 0.15%
7,285
+1,553
135
$2.33M 0.15%
27,358
-247
136
$2.33M 0.15%
22,201
-70
137
$2.33M 0.15%
18,271
-518
138
$2.31M 0.15%
36,268
-729
139
$2.23M 0.14%
13,522
-1,272
140
$2.23M 0.14%
53,414
-742
141
$2.23M 0.14%
37,807
-901
142
$2.22M 0.14%
8,378
-391
143
$2.21M 0.14%
9,815
-520
144
$2.15M 0.14%
17,775
-709
145
$2.05M 0.13%
11,978
+936
146
$2.01M 0.13%
10,699
+390
147
$2M 0.13%
98,580
-3,870
148
$1.95M 0.12%
34,020
+253
149
$1.95M 0.12%
5,057
-409
150
$1.93M 0.12%
47,297
-3,154
4 5
6
7 8