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
751
$21K ﹤0.01%
185
-25
752
$21K ﹤0.01%
121
753
$21K ﹤0.01%
218
754
$20K ﹤0.01%
860
755
$20K ﹤0.01%
400
756
$20K ﹤0.01%
525
757
$20K ﹤0.01%
+250
758
$20K ﹤0.01%
268
759
$20K ﹤0.01%
321
760
$20K ﹤0.01%
445
761
$20K ﹤0.01%
240
762
$20K ﹤0.01%
+541
763
$20K ﹤0.01%
254
764
$19K ﹤0.01%
975
765
$19K ﹤0.01%
175
-100
766
$19K ﹤0.01%
100
767
$19K ﹤0.01%
658
768
$19K ﹤0.01%
600
769
$19K ﹤0.01%
246
-30
770
$19K ﹤0.01%
+188
771
$19K ﹤0.01%
225
772
$19K ﹤0.01%
107
773
$18K ﹤0.01%
400
774
$18K ﹤0.01%
600
775
$18K ﹤0.01%
125
29 30
31
32 33