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
651
$25.5K ﹤0.01%
400
-100
652
$25.1K ﹤0.01%
1,025
653
$25K ﹤0.01%
554
654
$24.8K ﹤0.01%
1,000
655
$24.6K ﹤0.01%
1,010
656
$24.6K ﹤0.01%
185
657
$24.6K ﹤0.01%
2,000
658
$24.5K ﹤0.01%
402
659
$24.1K ﹤0.01%
200
660
$24K ﹤0.01%
80
661
$24K ﹤0.01%
246
662
$24K ﹤0.01%
406
663
$23.6K ﹤0.01%
1,905
664
$23.5K ﹤0.01%
210
-19
665
$23.5K ﹤0.01%
332
666
$23.4K ﹤0.01%
1,844
667
$23.4K ﹤0.01%
+360
668
$22.9K ﹤0.01%
402
669
$22.7K ﹤0.01%
83
-20
670
$22.7K ﹤0.01%
331
+197
671
$22.7K ﹤0.01%
118
672
$22.5K ﹤0.01%
1,634
673
$22.4K ﹤0.01%
119
674
$22.3K ﹤0.01%
1,004
675
$22.3K ﹤0.01%
216
25 26
27
28 29