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
51
$8.34M 0.5%
119,586
-7,424
52
$8.21M 0.49%
24,392
-1,668
53
$7.9M 0.47%
48,903
+8,300
54
$7.67M 0.46%
103,383
-3,214
55
$7.56M 0.45%
81,074
-5,204
56
$7.27M 0.43%
13,711
57
$7.17M 0.43%
29,341
-959
58
$7.06M 0.42%
140,906
+5,509
59
$7.04M 0.42%
33,445
-768
60
$7.03M 0.42%
39,176
-1,317
61
$6.63M 0.39%
81,053
+1,461
62
$6.56M 0.39%
41,803
-1,862
63
$6.37M 0.38%
29,741
-1,397
64
$6.31M 0.38%
31,178
-905
65
$6.08M 0.36%
47,041
+11,955
66
$6.02M 0.36%
80,833
-4,771
67
$5.98M 0.36%
45,125
-4,761
68
$5.96M 0.35%
89,477
-3,222
69
$5.76M 0.34%
89,582
-1,171
70
$5.69M 0.34%
145,951
+3,480
71
$5.62M 0.33%
13,105
-336
72
$5.6M 0.33%
142,254
-2,866
73
$5.6M 0.33%
98,262
-2,418
74
$5.55M 0.33%
50,063
+1,990
75
$5.53M 0.33%
26,698
-23
1 2
3
4 5