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
1026
$1.89K ﹤0.01%
24
1027
$1.86K ﹤0.01%
45
1028
$1.83K ﹤0.01%
200
1029
$1.8K ﹤0.01%
40
1030
$1.73K ﹤0.01%
200
1031
$1.73K ﹤0.01%
65
1032
$1.72K ﹤0.01%
700
1033
$1.72K ﹤0.01%
125
-130
1034
$1.69K ﹤0.01%
110
1035
$1.66K ﹤0.01%
26
1036
$1.66K ﹤0.01%
100
1037
$1.63K ﹤0.01%
86
1038
$1.61K ﹤0.01%
27
1039
$1.59K ﹤0.01%
100
1040
$1.58K ﹤0.01%
128
+4
1041
$1.53K ﹤0.01%
80
1042
$1.52K ﹤0.01%
+5
1043
$1.48K ﹤0.01%
50
1044
$1.44K ﹤0.01%
188
1045
$1.39K ﹤0.01%
+100
1046
$1.39K ﹤0.01%
150
1047
$1.37K ﹤0.01%
+27
1048
$1.34K ﹤0.01%
13
1049
$1.34K ﹤0.01%
300
1050
$1.32K ﹤0.01%
17
-840
40 41
42
43 44