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
401
$115K 0.01%
1,066
402
$115K 0.01%
3,410
+190
403
$115K 0.01%
1,097
-1,494
404
$114K 0.01%
1,022
+45
405
$114K 0.01%
1,081
+165
406
$114K 0.01%
2,297
407
$114K 0.01%
1,680
408
$113K 0.01%
6,450
409
$112K 0.01%
975
410
$111K 0.01%
984
+124
411
$111K 0.01%
1,098
412
$110K 0.01%
460
413
$109K 0.01%
9,395
-1,409
414
$109K 0.01%
1,483
-75
415
$109K 0.01%
2,855
416
$108K 0.01%
128
+50
417
$106K 0.01%
937
418
$105K 0.01%
3,600
419
$103K 0.01%
610
-5
420
$103K 0.01%
948
421
$103K 0.01%
2,700
422
$102K 0.01%
1,256
-32
423
$100K 0.01%
183
+42
424
$99.8K 0.01%
1,030
425
$98.7K 0.01%
3,576
-101
15 16
17
18 19