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
26
$13M 0.78%
892,140
-13,320
27
$12.7M 0.76%
63,797
-448
28
$12.7M 0.75%
143,540
-4,780
29
$12.2M 0.73%
224,336
+92,491
30
$12.1M 0.72%
103,836
-19,588
31
$11.9M 0.71%
142,774
+1,011
32
$11.7M 0.7%
156,136
-68,421
33
$11.3M 0.67%
62,655
-342
34
$11.2M 0.67%
101,920
+5,350
35
$11.2M 0.67%
15,802
-1,027
36
$11M 0.65%
41,121
+670
37
$10.5M 0.62%
126,172
-3,310
38
$10.1M 0.6%
29,526
-889
39
$9.74M 0.58%
64,267
+4,468
40
$9.69M 0.58%
18,889
+405
41
$9.59M 0.57%
21,017
-256
42
$9.45M 0.56%
45,487
+1,899
43
$9.28M 0.55%
194,769
-832
44
$9.27M 0.55%
63,251
-324
45
$8.94M 0.53%
60,488
-2,636
46
$8.89M 0.53%
123,511
-4,477
47
$8.58M 0.51%
40,519
+955
48
$8.54M 0.51%
34,416
-96
49
$8.4M 0.5%
119,505
-4,653
50
$8.36M 0.5%
105,055
-5,131
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2
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