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
501
$66K ﹤0.01%
572
-145
502
$66K ﹤0.01%
857
503
$66K ﹤0.01%
800
504
$65K ﹤0.01%
512
+253
505
$65K ﹤0.01%
2,168
+68
506
$65K ﹤0.01%
1,940
+10
507
$65K ﹤0.01%
4,000
508
$65K ﹤0.01%
607
509
$64K ﹤0.01%
2,000
-87
510
$64K ﹤0.01%
778
+58
511
$63K ﹤0.01%
1,200
-11
512
$63K ﹤0.01%
961
-28
513
$62K ﹤0.01%
1,010
514
$62K ﹤0.01%
1,856
515
$62K ﹤0.01%
+4,000
516
$61K ﹤0.01%
578
517
$61K ﹤0.01%
2,405
518
$61K ﹤0.01%
650
519
$60K ﹤0.01%
214
520
$60K ﹤0.01%
901
521
$59K ﹤0.01%
534
-242
522
$59K ﹤0.01%
1,482
-33
523
$58K ﹤0.01%
1,175
524
$58K ﹤0.01%
1,688
525
$58K ﹤0.01%
309
19 20
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