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
451
$87K ﹤0.01%
490
452
$86K ﹤0.01%
327
-118
453
$85K ﹤0.01%
421
454
$84K ﹤0.01%
1,126
+997
455
$84K ﹤0.01%
353
456
$84K ﹤0.01%
570
-14
457
$84K ﹤0.01%
492
458
$83K ﹤0.01%
1,714
-557
459
$82K ﹤0.01%
450
460
$81K ﹤0.01%
1,538
461
$80K ﹤0.01%
378
-14
462
$80K ﹤0.01%
12,000
463
$79K ﹤0.01%
1,323
+400
464
$79K ﹤0.01%
1,098
+798
465
$78K ﹤0.01%
905
466
$78K ﹤0.01%
509
467
$78K ﹤0.01%
5,001
468
$77K ﹤0.01%
703
+540
469
$77K ﹤0.01%
1,234
-136
470
$77K ﹤0.01%
275
471
$76K ﹤0.01%
1,200
-618
472
$76K ﹤0.01%
532
-19
473
$76K ﹤0.01%
2,556
474
$75K ﹤0.01%
481
475
$75K ﹤0.01%
152
17 18
19
20 21