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
926
$4.95K ﹤0.01%
60
927
$4.93K ﹤0.01%
774
+340
928
$4.83K ﹤0.01%
+550
929
$4.79K ﹤0.01%
450
930
$4.79K ﹤0.01%
27
931
$4.74K ﹤0.01%
272
932
$4.7K ﹤0.01%
24,000
933
$4.7K ﹤0.01%
112
-34
934
$4.65K ﹤0.01%
218
+175
935
$4.61K ﹤0.01%
1
936
$4.6K ﹤0.01%
121
937
$4.59K ﹤0.01%
100
938
$4.56K ﹤0.01%
500
939
$4.56K ﹤0.01%
504
940
$4.55K ﹤0.01%
95
941
$4.55K ﹤0.01%
+80
942
$4.52K ﹤0.01%
+44
943
$4.49K ﹤0.01%
129
+2
944
$4.38K ﹤0.01%
127
945
$4.31K ﹤0.01%
52
-148
946
$4.31K ﹤0.01%
600
947
$4.29K ﹤0.01%
131
948
$4.27K ﹤0.01%
70
949
$4.17K ﹤0.01%
61
950
$4.14K ﹤0.01%
75
36 37
38
39 40