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
301
$287K 0.02%
6,947
-128
302
$286K 0.02%
11,877
+5,066
303
$286K 0.02%
6,550
304
$281K 0.02%
2,129
+8
305
$279K 0.02%
3,288
-176
306
$279K 0.02%
5,886
-402
307
$272K 0.02%
1,236
-166
308
$269K 0.02%
13,557
+5,407
309
$266K 0.02%
16,526
+4,224
310
$265K 0.02%
+17,369
311
$263K 0.02%
1,226
+521
312
$258K 0.02%
2,571
-1,118
313
$255K 0.02%
8,590
-1,625
314
$251K 0.01%
2,750
315
$243K 0.01%
3,215
-88
316
$236K 0.01%
10,023
-500
317
$234K 0.01%
1,427
+643
318
$232K 0.01%
5,329
+254
319
$226K 0.01%
4,625
-20
320
$224K 0.01%
20,500
321
$224K 0.01%
10,561
+78
322
$223K 0.01%
4,443
+575
323
$223K 0.01%
1,807
-1,474
324
$219K 0.01%
14,667
+9
325
$219K 0.01%
10,788
+1,318
11 12
13
14 15