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
826
$9.89K ﹤0.01%
346
-100
827
$9.79K ﹤0.01%
300
828
$9.71K ﹤0.01%
199
829
$9.56K ﹤0.01%
235
-174
830
$9.52K ﹤0.01%
200
831
$9.49K ﹤0.01%
500
832
$9.44K ﹤0.01%
225
833
$9.34K ﹤0.01%
30
834
$9.32K ﹤0.01%
77
+2
835
$9.16K ﹤0.01%
135
836
$9.01K ﹤0.01%
296
837
$9K ﹤0.01%
39
838
$8.94K ﹤0.01%
144
839
$8.92K ﹤0.01%
2,506
840
$8.9K ﹤0.01%
+145
841
$8.74K ﹤0.01%
225
842
$8.67K ﹤0.01%
128
-98
843
$8.63K ﹤0.01%
99
844
$8.53K ﹤0.01%
50
-200
845
$8.47K ﹤0.01%
520
-517
846
$8.42K ﹤0.01%
533
-1,385
847
$8.33K ﹤0.01%
194
-27
848
$8.31K ﹤0.01%
701
849
$8.26K ﹤0.01%
235
850
$8.26K ﹤0.01%
175
32 33
34
35 36