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
351
$169K 0.01%
2,283
352
$165K 0.01%
4,940
-450
353
$163K 0.01%
948
354
$161K 0.01%
1,439
355
$161K 0.01%
1,030
-295
356
$160K 0.01%
3,388
357
$160K 0.01%
5,407
+37
358
$159K 0.01%
4,314
+61
359
$156K 0.01%
1,885
360
$154K 0.01%
1,800
361
$154K 0.01%
750
-278
362
$153K 0.01%
4,299
-675
363
$152K 0.01%
+6,300
364
$148K 0.01%
610
365
$146K 0.01%
841
+1
366
$146K 0.01%
5,892
+297
367
$142K 0.01%
6,982
+263
368
$142K 0.01%
1,408
369
$142K 0.01%
+558
370
$142K 0.01%
1,185
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371
$140K 0.01%
1,575
372
$139K 0.01%
832
373
$138K 0.01%
1,534
374
$138K 0.01%
3,240
375
$137K 0.01%
2,868
-1,943
13 14
15
16 17