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
476
$75K ﹤0.01%
1,600
477
$75K ﹤0.01%
9,030
+2,000
478
$74K ﹤0.01%
5,000
479
$74K ﹤0.01%
498
480
$73K ﹤0.01%
1,500
481
$73K ﹤0.01%
4,375
-8
482
$73K ﹤0.01%
839
483
$72K ﹤0.01%
350
484
$72K ﹤0.01%
4,041
-1,859
485
$72K ﹤0.01%
675
486
$72K ﹤0.01%
644
-75
487
$71K ﹤0.01%
860
488
$71K ﹤0.01%
1,400
+626
489
$70K ﹤0.01%
1,640
490
$70K ﹤0.01%
1,899
491
$70K ﹤0.01%
179
492
$70K ﹤0.01%
960
493
$70K ﹤0.01%
4,300
494
$70K ﹤0.01%
800
495
$70K ﹤0.01%
489
-81
496
$69K ﹤0.01%
93
497
$69K ﹤0.01%
639
498
$68K ﹤0.01%
6,018
+540
499
$67K ﹤0.01%
500
500
$66K ﹤0.01%
5,000
18 19
20
21 22