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
1001
$2.58K ﹤0.01%
320
+120
1002
$2.57K ﹤0.01%
30
1003
$2.48K ﹤0.01%
78
1004
$2.42K ﹤0.01%
1,000
1005
$2.35K ﹤0.01%
250
1006
$2.34K ﹤0.01%
91
1007
$2.31K ﹤0.01%
14
1008
$2.31K ﹤0.01%
+30
1009
$2.3K ﹤0.01%
79
1010
$2.29K ﹤0.01%
46
+1
1011
$2.19K ﹤0.01%
172
+2
1012
$2.19K ﹤0.01%
60
1013
$2.15K ﹤0.01%
42
+15
1014
$2.13K ﹤0.01%
267
1015
$2.11K ﹤0.01%
102
1016
$2.08K ﹤0.01%
+181
1017
$2.08K ﹤0.01%
23
1018
$2.08K ﹤0.01%
100
+35
1019
$2.07K ﹤0.01%
242
1020
$2.07K ﹤0.01%
100
1021
$2.02K ﹤0.01%
7
-16
1022
$1.93K ﹤0.01%
+25
1023
$1.93K ﹤0.01%
17
1024
$1.91K ﹤0.01%
55
1025
$1.9K ﹤0.01%
43
39 40
41
42 43