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
376
$139K 0.01%
1,725
-160
377
$135K 0.01%
850
378
$135K 0.01%
1,940
379
$135K 0.01%
26,454
380
$135K 0.01%
6,110
-470
381
$134K 0.01%
410
-29
382
$133K 0.01%
2,178
+6
383
$133K 0.01%
1,962
384
$132K 0.01%
3,108
+528
385
$132K 0.01%
400
386
$131K 0.01%
1,534
387
$131K 0.01%
3,032
+939
388
$128K 0.01%
4,653
389
$127K 0.01%
1,038
-10
390
$127K 0.01%
14,761
391
$125K 0.01%
332
392
$122K 0.01%
2,145
393
$121K 0.01%
1,479
394
$121K 0.01%
1,244
+210
395
$121K 0.01%
1,062
-85
396
$121K 0.01%
377
397
$119K 0.01%
931
-8
398
$118K 0.01%
1,845
399
$118K 0.01%
1,562
+30
400
$116K 0.01%
1,800
14 15
16
17 18