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
951
$4.12K ﹤0.01%
65
+5
952
$4.11K ﹤0.01%
+105
953
$4.1K ﹤0.01%
513
+40
954
$4K ﹤0.01%
115
955
$3.98K ﹤0.01%
1
956
$3.94K ﹤0.01%
100
957
$3.91K ﹤0.01%
259
958
$3.9K ﹤0.01%
100
959
$3.85K ﹤0.01%
437
960
$3.83K ﹤0.01%
1,559
961
$3.81K ﹤0.01%
100
962
$3.79K ﹤0.01%
38
+3
963
$3.72K ﹤0.01%
2,000
964
$3.7K ﹤0.01%
+106
965
$3.69K ﹤0.01%
144
966
$3.68K ﹤0.01%
73
967
$3.61K ﹤0.01%
133
968
$3.55K ﹤0.01%
128
969
$3.55K ﹤0.01%
150
-230
970
$3.53K ﹤0.01%
320
-1,190
971
$3.51K ﹤0.01%
245
972
$3.48K ﹤0.01%
133
973
$3.45K ﹤0.01%
1,000
974
$3.44K ﹤0.01%
300
975
$3.41K ﹤0.01%
80
-80
37 38
39
40 41