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
551
$44.9K ﹤0.01%
401
-100
552
$44.6K ﹤0.01%
1,109
553
$44K ﹤0.01%
+2,472
554
$43.5K ﹤0.01%
260
+49
555
$43.2K ﹤0.01%
200
-18
556
$43.2K ﹤0.01%
500
557
$43.1K ﹤0.01%
201
+1
558
$43K ﹤0.01%
247
559
$43K ﹤0.01%
2,400
560
$42.6K ﹤0.01%
2,200
561
$42.3K ﹤0.01%
+848
562
$42.2K ﹤0.01%
+1,495
563
$41.8K ﹤0.01%
531
564
$41.5K ﹤0.01%
495
-125
565
$40.4K ﹤0.01%
2,350
566
$40.1K ﹤0.01%
+406
567
$39.9K ﹤0.01%
1,416
568
$39.7K ﹤0.01%
1,806
569
$39.6K ﹤0.01%
900
+6
570
$39.2K ﹤0.01%
+1,245
571
$39.1K ﹤0.01%
472
572
$38.7K ﹤0.01%
830
-830
573
$38.6K ﹤0.01%
980
574
$38.5K ﹤0.01%
3,569
575
$38.5K ﹤0.01%
1,873
+1,635
21 22
23
24 25