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
801
$15K ﹤0.01%
345
802
$15K ﹤0.01%
+543
803
$15K ﹤0.01%
100
804
$15K ﹤0.01%
77
+50
805
$15K ﹤0.01%
350
-110
806
$15K ﹤0.01%
4,525
+86
807
$15K ﹤0.01%
+1,335
808
$15K ﹤0.01%
296
809
$15K ﹤0.01%
146
810
$15K ﹤0.01%
1,004
+19
811
$15K ﹤0.01%
143
-50
812
$14K ﹤0.01%
680
813
$14K ﹤0.01%
+250
814
$14K ﹤0.01%
235
815
$14K ﹤0.01%
117
816
$14K ﹤0.01%
530
+2
817
$14K ﹤0.01%
79
-25
818
$14K ﹤0.01%
630
819
$14K ﹤0.01%
250
820
$14K ﹤0.01%
140
821
$14K ﹤0.01%
2,000
822
$14K ﹤0.01%
1,189
823
$14K ﹤0.01%
333
824
$13K ﹤0.01%
19
-150
825
$13K ﹤0.01%
175
31 32
33
34 35