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
State Street Consumer Discretionary Select Sector SPDR ETF
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
501
$59K ﹤0.01%
5,001
502
$59K ﹤0.01%
436
+1
503
$58.6K ﹤0.01%
354
+54
504
$58.5K ﹤0.01%
3,500
505
$58.1K ﹤0.01%
+2,824
506
$57.8K ﹤0.01%
1,286
+936
507
$57.5K ﹤0.01%
180
508
$57.4K ﹤0.01%
+1,810
509
$56.7K ﹤0.01%
+465
510
$56.6K ﹤0.01%
1,610
511
$56.2K ﹤0.01%
1,382
-42
512
$56.1K ﹤0.01%
893
-275
513
$55.5K ﹤0.01%
650
514
$55.3K ﹤0.01%
1,770
+985
515
$55.1K ﹤0.01%
469
+319
516
$55K ﹤0.01%
2,250
517
$54.6K ﹤0.01%
710
-266
518
$54.5K ﹤0.01%
1,620
-807
519
$54.5K ﹤0.01%
+2,214
520
$54.2K ﹤0.01%
544
-400
521
$53.8K ﹤0.01%
3,000
-350
522
$53.2K ﹤0.01%
779
-105
523
$53K ﹤0.01%
630
524
$52.6K ﹤0.01%
3,100
525
$52K ﹤0.01%
5,000
19 20
21
22 23