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
401
$113K 0.01%
1,020
+100
402
$113K 0.01%
4,653
403
$112K 0.01%
150
404
$112K 0.01%
1,293
-1,992
405
$111K 0.01%
850
406
$110K 0.01%
3,300
-50
407
$110K 0.01%
422
+75
408
$109K 0.01%
400
409
$109K 0.01%
+2,288
410
$108K 0.01%
3,300
-77
411
$108K 0.01%
823
412
$107K 0.01%
600
-400
413
$107K 0.01%
6,300
414
$107K 0.01%
893
415
$106K 0.01%
674
416
$104K 0.01%
1,294
-79
417
$104K 0.01%
1,039
418
$104K 0.01%
3,536
-835
419
$104K 0.01%
950
420
$104K 0.01%
203
421
$103K 0.01%
656
-60
422
$103K 0.01%
1,164
+2
423
$101K 0.01%
1,680
424
$101K 0.01%
5,242
425
$100K 0.01%
2,785
15 16
17
18 19