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
901
$5.91K ﹤0.01%
105
902
$5.88K ﹤0.01%
3,500
903
$5.85K ﹤0.01%
785
904
$5.81K ﹤0.01%
151
905
$5.75K ﹤0.01%
200
906
$5.71K ﹤0.01%
+160
907
$5.71K ﹤0.01%
93
908
$5.71K ﹤0.01%
123
909
$5.68K ﹤0.01%
28
910
$5.62K ﹤0.01%
98
911
$5.62K ﹤0.01%
134
912
$5.54K ﹤0.01%
150
+29
913
$5.46K ﹤0.01%
221
-100
914
$5.45K ﹤0.01%
175
915
$5.32K ﹤0.01%
1,900
916
$5.31K ﹤0.01%
1,021
+90
917
$5.21K ﹤0.01%
200
918
$5.21K ﹤0.01%
+284
919
$5.18K ﹤0.01%
134
920
$5.13K ﹤0.01%
+47
921
$5.1K ﹤0.01%
286
-143
922
$5.09K ﹤0.01%
+60
923
$5.06K ﹤0.01%
125
924
$4.96K ﹤0.01%
+310
925
$4.96K ﹤0.01%
+280
35 36
37
38 39