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
601
$33K ﹤0.01%
986
+6
602
$33K ﹤0.01%
460
603
$32.3K ﹤0.01%
1,505
-155
604
$32.2K ﹤0.01%
1,242
+908
605
$32K ﹤0.01%
+1,368
606
$31.8K ﹤0.01%
115
607
$31.7K ﹤0.01%
102
-25
608
$31.6K ﹤0.01%
+1,210
609
$31.6K ﹤0.01%
1,800
610
$31.5K ﹤0.01%
957
611
$31.3K ﹤0.01%
200
+100
612
$31K ﹤0.01%
3,000
613
$30.9K ﹤0.01%
590
614
$30.7K ﹤0.01%
1,240
+331
615
$30.6K ﹤0.01%
658
616
$30.4K ﹤0.01%
2,500
617
$30.3K ﹤0.01%
87
-26
618
$30.2K ﹤0.01%
+1,217
619
$29.9K ﹤0.01%
750
620
$29.8K ﹤0.01%
341
-60
621
$29.7K ﹤0.01%
800
+100
622
$29.3K ﹤0.01%
612
+4
623
$29.2K ﹤0.01%
964
624
$29.2K ﹤0.01%
403
625
$28.9K ﹤0.01%
170
-30
23 24
25
26 27