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
51
$8.89M 0.47%
19,786
-259
52
$8.77M 0.46%
120,384
+2,243
53
$8.46M 0.45%
34,999
-255
54
$8.45M 0.45%
158,560
+4,347
55
$8.42M 0.45%
142,367
-1,726
56
$8.23M 0.44%
31,197
-572
57
$8.22M 0.44%
190,014
-9,648
58
$8.07M 0.43%
149,372
-3,865
59
$7.99M 0.42%
33,037
-1,658
60
$7.94M 0.42%
93,558
-4,086
61
$7.76M 0.41%
117,635
+196
62
$7.28M 0.39%
48,748
-1,324
63
$7.13M 0.38%
81,847
-1,636
64
$7.08M 0.38%
120,744
-514
65
$6.91M 0.37%
38,502
-591
66
$6.88M 0.36%
18,448
+692
67
$6.87M 0.36%
32,336
-1,431
68
$6.63M 0.35%
44,396
-1,298
69
$6.49M 0.34%
75,474
+1,574
70
$6.49M 0.34%
127,879
+45,302
71
$6.48M 0.34%
115,919
+10,736
72
$6.42M 0.34%
91,035
+2,838
73
$6.32M 0.33%
240,317
+18,813
74
$6.25M 0.33%
232,921
+16,708
75
$6.24M 0.33%
38,553
-1,731
1 2
3
4 5