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
551
$51K ﹤0.01%
2,850
+2,350
552
$51K ﹤0.01%
301
+6
553
$50K ﹤0.01%
2,900
+2,500
554
$50K ﹤0.01%
929
-301
555
$50K ﹤0.01%
500
556
$49K ﹤0.01%
124
557
$49K ﹤0.01%
400
558
$49K ﹤0.01%
675
559
$49K ﹤0.01%
582
-91
560
$49K ﹤0.01%
799
+42
561
$49K ﹤0.01%
247
562
$48K ﹤0.01%
2,000
563
$48K ﹤0.01%
1,341
+121
564
$48K ﹤0.01%
500
565
$47K ﹤0.01%
2,208
566
$47K ﹤0.01%
1,707
567
$47K ﹤0.01%
421
568
$47K ﹤0.01%
250
569
$47K ﹤0.01%
2,320
570
$46K ﹤0.01%
1,008
-400
571
$46K ﹤0.01%
435
572
$45K ﹤0.01%
843
+10
573
$45K ﹤0.01%
230
574
$44K ﹤0.01%
2,457
575
$44K ﹤0.01%
1,738
+1
21 22
23
24 25