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
251
$515K 0.03%
6,267
-130
252
$507K 0.03%
3,739
+3,456
253
$505K 0.03%
4,189
-540
254
$494K 0.03%
3,517
+112
255
$491K 0.03%
6,330
-50
256
$484K 0.03%
3,990
+95
257
$481K 0.03%
4,410
-145
258
$480K 0.03%
9,811
-3,001
259
$475K 0.03%
9,500
-1,860
260
$472K 0.03%
1,903
+40
261
$454K 0.03%
22,376
-26,030
262
$452K 0.03%
12,864
+63
263
$449K 0.03%
9,617
-147
264
$432K 0.03%
2,616
+41
265
$430K 0.03%
2,952
+44
266
$420K 0.03%
5,450
267
$417K 0.02%
4,974
+2,470
268
$409K 0.02%
283
269
$402K 0.02%
15,975
+1,203
270
$398K 0.02%
5,588
+80
271
$391K 0.02%
6,822
-585
272
$387K 0.02%
5,970
-20
273
$381K 0.02%
7,484
+50
274
$380K 0.02%
2,619
275
$367K 0.02%
2,930
+400
9 10
11
12 13