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
976
$3.38K ﹤0.01%
61
977
$3.33K ﹤0.01%
21
978
$3.33K ﹤0.01%
90
979
$3.3K ﹤0.01%
+192
980
$3.3K ﹤0.01%
185
-65
981
$3.27K ﹤0.01%
+120
982
$3.27K ﹤0.01%
560
983
$3.19K ﹤0.01%
200
984
$3.18K ﹤0.01%
750
985
$3.15K ﹤0.01%
165
986
$3.11K ﹤0.01%
130
987
$3.1K ﹤0.01%
110
988
$2.97K ﹤0.01%
82
989
$2.85K ﹤0.01%
43
-35
990
$2.82K ﹤0.01%
58
991
$2.81K ﹤0.01%
+100
992
$2.8K ﹤0.01%
50
993
$2.78K ﹤0.01%
189
-189
994
$2.78K ﹤0.01%
150
-153
995
$2.77K ﹤0.01%
100
996
$2.73K ﹤0.01%
300
997
$2.64K ﹤0.01%
76
998
$2.63K ﹤0.01%
+500
999
$2.6K ﹤0.01%
300
1000
$2.59K ﹤0.01%
219
+2
38 39
40
41 42