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
$1.89B
AUM Growth
+$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.3M
3
+$1.74M
4
PENN icon
PENN Entertainment
PENN
+$1.07M
5
UNP icon
Union Pacific
UNP
+$1.04M

Top Sells

1
+$2.86M
2
+$1.79M
3
+$1.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$926K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$791K

Sector Composition

1 Technology 15.91%
2 Financials 10.54%
3 Healthcare 9.84%
4 Consumer Discretionary 7.41%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$227K 0.01%
959
+107
327
$207K 0.01%
11,934
+102
328
$206K 0.01%
2,091
+7
329
$205K 0.01%
3,412
-650
330
$203K 0.01%
1,015
-25
331
$201K 0.01%
683
332
$190K 0.01%
2,916
+806
333
$190K 0.01%
2,764
334
$189K 0.01%
1,150
-55
335
$189K 0.01%
482
336
$188K 0.01%
767
+260
337
$186K 0.01%
1,900
-270
338
$184K 0.01%
4,905
+3,350
339
$183K 0.01%
7,296
+140
340
$181K 0.01%
11,471
+251
341
$180K 0.01%
5,450
-3,305
342
$180K 0.01%
1,593
343
$178K 0.01%
15,761
344
$177K 0.01%
814
345
$176K 0.01%
282
346
$174K 0.01%
11,387
347
$174K 0.01%
2,440
-355
348
$173K 0.01%
2,894
-416
349
$171K 0.01%
6,717
+4,362
350
$169K 0.01%
1,168
12 13
14
15 16