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
451
$83.2K ﹤0.01%
770
452
$82.5K ﹤0.01%
1,899
453
$80.7K ﹤0.01%
5,085
-259
454
$80.6K ﹤0.01%
6,141
455
$80.1K ﹤0.01%
945
456
$79.4K ﹤0.01%
500
457
$77.9K ﹤0.01%
152
458
$75.3K ﹤0.01%
1,500
+500
459
$75.2K ﹤0.01%
7,935
-5,606
460
$74.4K ﹤0.01%
648
-111
461
$74.4K ﹤0.01%
642
+3
462
$73.7K ﹤0.01%
908
463
$73.3K ﹤0.01%
1,611
+1,386
464
$73.1K ﹤0.01%
15,856
-16,000
465
$72.9K ﹤0.01%
1,458
466
$72.1K ﹤0.01%
500
467
$71.9K ﹤0.01%
+1,005
468
$71.3K ﹤0.01%
536
469
$70.9K ﹤0.01%
1,744
+1,611
470
$70.8K ﹤0.01%
2,471
471
$70.4K ﹤0.01%
730
+3
472
$70.1K ﹤0.01%
2,922
-250
473
$69.3K ﹤0.01%
905
474
$69K ﹤0.01%
2,800
+140
475
$69K ﹤0.01%
+401
17 18
19
20 21