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
576
$44K ﹤0.01%
3,000
577
$44K ﹤0.01%
400
578
$44K ﹤0.01%
600
579
$44K ﹤0.01%
145
-43
580
$44K ﹤0.01%
480
-50
581
$43K ﹤0.01%
407
582
$43K ﹤0.01%
2,110
+275
583
$43K ﹤0.01%
2,400
584
$43K ﹤0.01%
411
585
$43K ﹤0.01%
2,500
586
$43K ﹤0.01%
425
587
$43K ﹤0.01%
700
-300
588
$43K ﹤0.01%
1,945
589
$43K ﹤0.01%
93
590
$43K ﹤0.01%
2,392
-2
591
$43K ﹤0.01%
2,750
-750
592
$43K ﹤0.01%
450
593
$42K ﹤0.01%
200
594
$42K ﹤0.01%
1,869
+213
595
$42K ﹤0.01%
132
+75
596
$42K ﹤0.01%
2,000
597
$41K ﹤0.01%
8,365
-161
598
$41K ﹤0.01%
252
-42
599
$41K ﹤0.01%
459
600
$41K ﹤0.01%
461
22 23
24
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