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
201
$958K 0.06%
23,737
-901
202
$919K 0.06%
8,224
+365
203
$913K 0.06%
21,243
+6,054
204
$910K 0.06%
20,734
-744
205
$908K 0.06%
10,967
+75
206
$898K 0.06%
10,268
+2
207
$885K 0.06%
12,812
-1,502
208
$873K 0.06%
18,761
-62
209
$869K 0.06%
76,694
-2,010
210
$846K 0.05%
+32,628
211
$840K 0.05%
6,733
-159
212
$840K 0.05%
36,378
+1,120
213
$831K 0.05%
4,058
214
$828K 0.05%
11,299
-752
215
$827K 0.05%
6,438
216
$827K 0.05%
12,398
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217
$823K 0.05%
53,622
-3,290
218
$791K 0.05%
36,670
-6,580
219
$781K 0.05%
7,166
+6,966
220
$776K 0.05%
54,951
221
$751K 0.05%
14,897
-1,197
222
$733K 0.05%
3,320
-29
223
$721K 0.05%
9,578
+60
224
$718K 0.05%
5,638
225
$693K 0.04%
13,147
+8,765
7 8
9
10 11