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
676
$22.3K ﹤0.01%
40
+34
677
$22.1K ﹤0.01%
638
678
$22K ﹤0.01%
737
679
$22K ﹤0.01%
1,941
680
$22K ﹤0.01%
1,256
681
$21.8K ﹤0.01%
255
-100
682
$21.5K ﹤0.01%
555
683
$21.4K ﹤0.01%
63
684
$21.3K ﹤0.01%
2,100
-220
685
$21.2K ﹤0.01%
121
686
$21.1K ﹤0.01%
1,500
687
$21.1K ﹤0.01%
284
688
$20.8K ﹤0.01%
1,139
689
$20.6K ﹤0.01%
739
-681
690
$20.5K ﹤0.01%
153
-21
691
$20.3K ﹤0.01%
685
692
$20.2K ﹤0.01%
70
693
$20.2K ﹤0.01%
4,000
-2,000
694
$20.1K ﹤0.01%
358
695
$19.7K ﹤0.01%
318
696
$19.6K ﹤0.01%
+936
697
$19.6K ﹤0.01%
302
698
$19.5K ﹤0.01%
503
699
$19.4K ﹤0.01%
195
+1
700
$19.4K ﹤0.01%
1,200
26 27
28
29 30