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
601
$41K ﹤0.01%
779
602
$41K ﹤0.01%
777
603
$41K ﹤0.01%
170
604
$41K ﹤0.01%
+5,000
605
$41K ﹤0.01%
1,010
606
$40K ﹤0.01%
938
607
$40K ﹤0.01%
590
608
$40K ﹤0.01%
388
609
$40K ﹤0.01%
2,000
+500
610
$40K ﹤0.01%
767
611
$40K ﹤0.01%
329
612
$39K ﹤0.01%
310
613
$39K ﹤0.01%
235
-15
614
$39K ﹤0.01%
770
615
$39K ﹤0.01%
200
616
$39K ﹤0.01%
298
617
$39K ﹤0.01%
206
618
$38K ﹤0.01%
1,540
619
$38K ﹤0.01%
460
620
$38K ﹤0.01%
2,300
621
$38K ﹤0.01%
2,500
622
$37K ﹤0.01%
1,220
623
$37K ﹤0.01%
1,600
624
$37K ﹤0.01%
97
625
$37K ﹤0.01%
2,803
23 24
25
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