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
676
$29K ﹤0.01%
325
677
$29K ﹤0.01%
750
-271
678
$29K ﹤0.01%
242
-113
679
$29K ﹤0.01%
216
680
$29K ﹤0.01%
600
681
$29K ﹤0.01%
400
682
$29K ﹤0.01%
98
683
$29K ﹤0.01%
216
684
$29K ﹤0.01%
350
685
$29K ﹤0.01%
1,312
-250
686
$28K ﹤0.01%
1,500
-1,200
687
$28K ﹤0.01%
102
688
$28K ﹤0.01%
1,000
689
$28K ﹤0.01%
169
690
$28K ﹤0.01%
458
-78
691
$28K ﹤0.01%
810
-485
692
$28K ﹤0.01%
126
-25
693
$28K ﹤0.01%
222
694
$28K ﹤0.01%
282
695
$28K ﹤0.01%
411
696
$27K ﹤0.01%
179
697
$27K ﹤0.01%
150
+50
698
$27K ﹤0.01%
175
699
$27K ﹤0.01%
225
700
$27K ﹤0.01%
400
26 27
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29 30