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
526
$51.5K ﹤0.01%
880
+101
527
$51.4K ﹤0.01%
250
-235
528
$51.3K ﹤0.01%
516
-18
529
$51.1K ﹤0.01%
78
+7
530
$50.6K ﹤0.01%
767
531
$49.8K ﹤0.01%
124
532
$49.5K ﹤0.01%
4,381
533
$49.5K ﹤0.01%
1,000
534
$49K ﹤0.01%
+203
535
$48.4K ﹤0.01%
487
-50
536
$48.2K ﹤0.01%
4,000
537
$48.1K ﹤0.01%
1,061
538
$47.7K ﹤0.01%
1,265
539
$47.6K ﹤0.01%
309
540
$47.6K ﹤0.01%
1,130
-590
541
$47.3K ﹤0.01%
1,465
542
$47.2K ﹤0.01%
1,050
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543
$47.1K ﹤0.01%
5,000
544
$47.1K ﹤0.01%
300
-10
545
$46.9K ﹤0.01%
545
+108
546
$45.9K ﹤0.01%
450
547
$45.6K ﹤0.01%
404
548
$45.3K ﹤0.01%
1,223
549
$45.1K ﹤0.01%
214
-4
550
$45K ﹤0.01%
534
20 21
22
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