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
701
$19.3K ﹤0.01%
375
702
$19.3K ﹤0.01%
111
703
$19.2K ﹤0.01%
+1,500
704
$19.1K ﹤0.01%
900
705
$19.1K ﹤0.01%
400
706
$19.1K ﹤0.01%
262
707
$19K ﹤0.01%
625
708
$18.7K ﹤0.01%
398
+80
709
$18.7K ﹤0.01%
1,012
-6,275
710
$18.6K ﹤0.01%
505
711
$18.6K ﹤0.01%
319
-81
712
$18.6K ﹤0.01%
105
+10
713
$18.5K ﹤0.01%
160
714
$18.3K ﹤0.01%
223
+1
715
$18.2K ﹤0.01%
1,204
-536
716
$18.2K ﹤0.01%
2,096
717
$18.1K ﹤0.01%
600
718
$18K ﹤0.01%
1,992
-400
719
$17.9K ﹤0.01%
782
720
$17.8K ﹤0.01%
+75
721
$17.8K ﹤0.01%
400
722
$17.6K ﹤0.01%
1,675
723
$17.5K ﹤0.01%
132
724
$17.5K ﹤0.01%
344
+318
725
$17.4K ﹤0.01%
214
27 28
29
30 31