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
326
$218K 0.01%
2,918
+80
327
$217K 0.01%
820
328
$217K 0.01%
12,067
329
$213K 0.01%
4,296
-4,373
330
$212K 0.01%
862
+555
331
$211K 0.01%
3,847
+22
332
$207K 0.01%
2,354
-1,533
333
$204K 0.01%
2,202
+2,000
334
$203K 0.01%
729
-158
335
$202K 0.01%
2,250
+1,500
336
$202K 0.01%
598
-85
337
$199K 0.01%
17,500
338
$198K 0.01%
4,504
339
$197K 0.01%
2,500
340
$196K 0.01%
+26,018
341
$196K 0.01%
1,683
+10
342
$195K 0.01%
2,288
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343
$193K 0.01%
3,060
-187
344
$190K 0.01%
1,575
345
$185K 0.01%
3,408
-400
346
$183K 0.01%
1,358
347
$181K 0.01%
466
348
$179K 0.01%
1,235
349
$179K 0.01%
16,000
350
$178K 0.01%
3,335
-470
12 13
14
15 16