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
76
$5.35M 0.32%
21,715
-416
77
$5.34M 0.32%
83,897
+2,322
78
$5.31M 0.32%
44,976
+552
79
$5.24M 0.31%
42,144
-1,754
80
$5.14M 0.31%
72,908
+1,967
81
$5.09M 0.3%
19,097
-5,655
82
$5.06M 0.3%
207,246
-29,810
83
$5.06M 0.3%
16,406
-1,604
84
$5.03M 0.3%
206,828
-11,223
85
$4.91M 0.29%
111,784
+2,957
86
$4.91M 0.29%
210,241
-8,903
87
$4.89M 0.29%
95,429
-5,998
88
$4.83M 0.29%
206,578
-15,972
89
$4.75M 0.28%
139,014
-3,811
90
$4.7M 0.28%
60,566
-570
91
$4.69M 0.28%
109,047
-2,233
92
$4.6M 0.27%
25,790
-846
93
$4.52M 0.27%
19,488
-568
94
$4.43M 0.26%
182,458
-8,570
95
$4.4M 0.26%
131,503
-3,206
96
$4.37M 0.26%
36,343
-20,143
97
$4.37M 0.26%
18,282
-1,377
98
$4.17M 0.25%
50,500
+555
99
$4.12M 0.25%
164,718
-32,095
100
$4.09M 0.24%
62,322
-2,978
2 3
4
5 6