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
276
$360K 0.02%
8,880
-1,021
277
$352K 0.02%
2,021
+6
278
$352K 0.02%
814
+70
279
$350K 0.02%
1,186
-245
280
$346K 0.02%
12,600
281
$343K 0.02%
3,397
+9
282
$339K 0.02%
6,070
-910
283
$339K 0.02%
2,424
284
$336K 0.02%
5,741
-1,832
285
$335K 0.02%
8,826
-2,312
286
$334K 0.02%
6,473
287
$329K 0.02%
6,310
-240
288
$325K 0.02%
5,735
-50
289
$325K 0.02%
1,810
290
$323K 0.02%
3,444
-155
291
$322K 0.02%
8,607
+7
292
$319K 0.02%
3,809
293
$318K 0.02%
17,871
+1,390
294
$317K 0.02%
1,693
295
$311K 0.02%
2,431
-10
296
$308K 0.02%
6,100
-900
297
$307K 0.02%
6,883
-127
298
$301K 0.02%
4,292
+147
299
$288K 0.02%
1,715
+1,655
300
$287K 0.02%
4,068
-1,080
10 11
12
13 14