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
426
$98.6K 0.01%
1,306
+2
427
$98.3K 0.01%
893
428
$97.5K 0.01%
844
+275
429
$97.4K 0.01%
1,538
430
$96.5K 0.01%
607
431
$96.4K 0.01%
4,444
-2,937
432
$96.3K 0.01%
830
433
$94.6K 0.01%
1,660
434
$94.4K 0.01%
631
435
$92.6K 0.01%
645
436
$92K 0.01%
3,437
+1,523
437
$91.8K 0.01%
2,989
438
$91.5K 0.01%
3,066
439
$90.9K 0.01%
1,610
-669
440
$90K 0.01%
2,601
-1,869
441
$89.8K 0.01%
2,898
442
$88.8K 0.01%
1,980
-100
443
$87.2K 0.01%
435
444
$87K 0.01%
641
+184
445
$85.7K 0.01%
469
-254
446
$85.4K 0.01%
1,346
+150
447
$85.1K 0.01%
7,300
448
$84.3K 0.01%
809
+750
449
$84.1K 0.01%
334
450
$83.3K 0.01%
2,150
16 17
18
19 20