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
476
$69K ﹤0.01%
838
477
$68.8K ﹤0.01%
1,500
478
$68.7K ﹤0.01%
534
+25
479
$68.1K ﹤0.01%
2,000
-2,000
480
$66.7K ﹤0.01%
700
481
$66K ﹤0.01%
681
-200
482
$66K ﹤0.01%
367
483
$64.7K ﹤0.01%
750
+46
484
$64.2K ﹤0.01%
4,210
+2,460
485
$64.1K ﹤0.01%
1,195
486
$64K ﹤0.01%
3,175
487
$63.9K ﹤0.01%
3,784
488
$63.6K ﹤0.01%
689
489
$63.5K ﹤0.01%
414
+3
490
$63.5K ﹤0.01%
4,293
+2,535
491
$63.1K ﹤0.01%
150
492
$62.3K ﹤0.01%
1,603
-2,272
493
$62.3K ﹤0.01%
563
494
$61.7K ﹤0.01%
350
495
$61.6K ﹤0.01%
504
-1
496
$61.2K ﹤0.01%
543
-15
497
$61.2K ﹤0.01%
1,688
498
$60.5K ﹤0.01%
+1,060
499
$60.3K ﹤0.01%
803
+750
500
$60.1K ﹤0.01%
850
18 19
20
21 22