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
801
$11.2K ﹤0.01%
2,500
802
$11.1K ﹤0.01%
74
-39
803
$11K ﹤0.01%
368
-168
804
$10.9K ﹤0.01%
91
+31
805
$10.8K ﹤0.01%
+50
806
$10.8K ﹤0.01%
475
807
$10.8K ﹤0.01%
407
808
$10.8K ﹤0.01%
443
-67
809
$10.7K ﹤0.01%
136
810
$10.7K ﹤0.01%
6,376
+355
811
$10.6K ﹤0.01%
305
812
$10.6K ﹤0.01%
709
813
$10.6K ﹤0.01%
122
814
$10.5K ﹤0.01%
120
-62
815
$10.5K ﹤0.01%
179
-245
816
$10.4K ﹤0.01%
211
+61
817
$10.4K ﹤0.01%
68
-35
818
$10.3K ﹤0.01%
256
819
$10.2K ﹤0.01%
+75
820
$10.2K ﹤0.01%
200
821
$10.2K ﹤0.01%
100
822
$10.2K ﹤0.01%
245
+65
823
$10.1K ﹤0.01%
+69
824
$10.1K ﹤0.01%
156
825
$9.9K ﹤0.01%
70
31 32
33
34 35