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
751
$14.2K ﹤0.01%
671
+7
752
$14.2K ﹤0.01%
975
753
$14.2K ﹤0.01%
43
754
$14.2K ﹤0.01%
50
755
$14.1K ﹤0.01%
119
756
$14.1K ﹤0.01%
559
757
$14.1K ﹤0.01%
+221
758
$14K ﹤0.01%
1,054
-1,047
759
$13.9K ﹤0.01%
2,995
760
$13.8K ﹤0.01%
1,420
761
$13.6K ﹤0.01%
185
-50
762
$13.4K ﹤0.01%
288
763
$13.1K ﹤0.01%
288
764
$13.1K ﹤0.01%
540
+3
765
$13.1K ﹤0.01%
389
766
$13.1K ﹤0.01%
50
767
$12.9K ﹤0.01%
175
768
$12.9K ﹤0.01%
400
769
$12.9K ﹤0.01%
50
770
$12.9K ﹤0.01%
72
-14
771
$12.8K ﹤0.01%
201
772
$12.7K ﹤0.01%
400
773
$12.6K ﹤0.01%
236
774
$12.6K ﹤0.01%
200
775
$12.6K ﹤0.01%
+267
29 30
31
32 33