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
351
$178K 0.01%
1,063
352
$176K 0.01%
4,507
+126
353
$175K 0.01%
2,287
-77
354
$172K 0.01%
1,633
-659
355
$172K 0.01%
5,646
+23
356
$172K 0.01%
239
+173
357
$171K 0.01%
9,456
+5,931
358
$167K 0.01%
13,594
359
$166K 0.01%
591
+555
360
$165K 0.01%
2,228
+9
361
$165K 0.01%
665
+75
362
$164K 0.01%
6,524
363
$161K 0.01%
1,592
364
$161K 0.01%
4,630
-820
365
$159K 0.01%
1,993
+150
366
$158K 0.01%
717
367
$156K 0.01%
2,300
+2,000
368
$152K 0.01%
+6,270
369
$150K 0.01%
1,583
-52
370
$150K 0.01%
2,847
+1
371
$149K 0.01%
6,804
+21
372
$147K 0.01%
6,098
+30
373
$147K 0.01%
5,244
374
$144K 0.01%
1,883
+1,835
375
$140K 0.01%
3,079
+1
13 14
15
16 17