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
151
$1.91M 0.12%
28,377
-4,627
152
$1.9M 0.12%
45,070
-1,195
153
$1.9M 0.12%
14,055
-452
154
$1.89M 0.12%
56,478
-936
155
$1.86M 0.12%
40,484
-5,773
156
$1.8M 0.11%
28,544
+765
157
$1.75M 0.11%
58,081
-7,045
158
$1.71M 0.11%
11,515
+328
159
$1.7M 0.11%
10,535
-45
160
$1.67M 0.11%
8,863
-69
161
$1.66M 0.11%
29,484
-375
162
$1.63M 0.1%
22,872
-110
163
$1.6M 0.1%
19,886
+595
164
$1.59M 0.1%
17,228
-909
165
$1.56M 0.1%
21,707
-1,354
166
$1.56M 0.1%
947
+83
167
$1.55M 0.1%
10,735
+105
168
$1.54M 0.1%
13,618
-753
169
$1.53M 0.1%
18,387
-747
170
$1.5M 0.1%
14,025
+403
171
$1.49M 0.09%
12,391
-701
172
$1.46M 0.09%
11,342
-571
173
$1.43M 0.09%
38,648
+1,832
174
$1.43M 0.09%
26,571
-1,680
175
$1.39M 0.09%
18,606
5 6
7
8 9