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
$1.68B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,242
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.39M
3
+$3.13M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$3.12M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.54M

Top Sells

1
+$5.14M
2
+$3.67M
3
+$2.42M
4
NKE icon
Nike
NKE
+$2.29M
5
SBUX icon
Starbucks
SBUX
+$1.99M

Sector Composition

1 Technology 13.9%
2 Healthcare 10.69%
3 Financials 9.17%
4 Consumer Discretionary 6.3%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$795K 0.05%
78,522
+1,828
227
$729K 0.04%
7,005
+485
228
$729K 0.04%
3,146
-174
229
$728K 0.04%
8,773
-805
230
$719K 0.04%
11,664
-1,483
231
$718K 0.04%
4,549
-77
232
$717K 0.04%
13,799
-489
233
$715K 0.04%
5,061
-577
234
$707K 0.04%
2,782
-42
235
$707K 0.04%
9,125
+3,632
236
$667K 0.04%
6,017
+1
237
$666K 0.04%
6,319
-118
238
$655K 0.04%
6,898
+221
239
$644K 0.04%
25,675
+3,050
240
$632K 0.04%
1,158
241
$630K 0.04%
6,258
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242
$622K 0.04%
1,769
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243
$611K 0.04%
30,700
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244
$608K 0.04%
7,079
-150
245
$601K 0.04%
19,394
-283
246
$584K 0.03%
19,743
+202
247
$579K 0.03%
14,030
+113
248
$546K 0.03%
6,924
-355
249
$539K 0.03%
3,619
+229
250
$522K 0.03%
5,068
-7
8 9
10
11 12