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
576
$38.5K ﹤0.01%
225
577
$38.3K ﹤0.01%
+806
578
$38.2K ﹤0.01%
476
+1
579
$38.2K ﹤0.01%
230
-100
580
$38.1K ﹤0.01%
1,291
-1,037
581
$37.7K ﹤0.01%
1,150
582
$37.2K ﹤0.01%
475
+75
583
$37K ﹤0.01%
474
584
$36.9K ﹤0.01%
773
+609
585
$36.7K ﹤0.01%
700
-44
586
$36.4K ﹤0.01%
+800
587
$36.4K ﹤0.01%
125
-20
588
$36.2K ﹤0.01%
600
-400
589
$36.2K ﹤0.01%
200
-75
590
$35.9K ﹤0.01%
1,200
591
$35.8K ﹤0.01%
4,037
+10
592
$34.9K ﹤0.01%
393
593
$34.9K ﹤0.01%
1,000
594
$34.7K ﹤0.01%
950
595
$34.3K ﹤0.01%
537
596
$34K ﹤0.01%
+1,753
597
$33.7K ﹤0.01%
1,255
+452
598
$33.7K ﹤0.01%
1,500
599
$33.6K ﹤0.01%
960
600
$33.3K ﹤0.01%
160
22 23
24
25 26