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
176
$1.38M 0.09%
18,173
-2,320
177
$1.34M 0.09%
6,391
-59
178
$1.34M 0.09%
11,288
-228
179
$1.32M 0.08%
8,925
+160
180
$1.31M 0.08%
7,029
-551
181
$1.31M 0.08%
31,312
182
$1.3M 0.08%
9,851
-9,563
183
$1.3M 0.08%
44,690
-735
184
$1.25M 0.08%
32,213
+1,041
185
$1.22M 0.08%
10,793
-500
186
$1.2M 0.08%
5,873
+621
187
$1.19M 0.08%
1,400
188
$1.19M 0.08%
20,882
+20,532
189
$1.19M 0.08%
15,154
+1,385
190
$1.18M 0.07%
16,700
-345
191
$1.17M 0.07%
17,203
-647
192
$1.05M 0.07%
41,180
-145
193
$1.04M 0.07%
41,041
-2,425
194
$1.03M 0.07%
17,103
+460
195
$1.02M 0.06%
10,567
-645
196
$1.01M 0.06%
12,951
-280
197
$1.01M 0.06%
3,274
-125
198
$996K 0.06%
2,638
+404
199
$978K 0.06%
48,406
+1,042
200
$960K 0.06%
18,749
6 7
8
9 10