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
851
$8.21K ﹤0.01%
187
852
$8.17K ﹤0.01%
999
853
$8.11K ﹤0.01%
72
854
$8.06K ﹤0.01%
+281
855
$8.03K ﹤0.01%
500
856
$7.92K ﹤0.01%
116
857
$7.9K ﹤0.01%
290
858
$7.87K ﹤0.01%
200
859
$7.84K ﹤0.01%
310
-115
860
$7.63K ﹤0.01%
281
861
$7.59K ﹤0.01%
104
862
$7.55K ﹤0.01%
124
863
$7.47K ﹤0.01%
255
864
$7.29K ﹤0.01%
305
865
$7.26K ﹤0.01%
219
866
$7.24K ﹤0.01%
650
867
$7.22K ﹤0.01%
267
+3
868
$7.21K ﹤0.01%
100
-150
869
$7.2K ﹤0.01%
1,121
+350
870
$7.19K ﹤0.01%
647
-121
871
$7.14K ﹤0.01%
185
872
$7.13K ﹤0.01%
+166
873
$7.12K ﹤0.01%
65
-60
874
$7.04K ﹤0.01%
870
875
$6.99K ﹤0.01%
145
33 34
35
36 37