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
1101
– –
0
1102
$270 ﹤0.01%
+15
1103
$256 ﹤0.01%
+1
1104
$249 ﹤0.01%
+50
1105
$247 ﹤0.01%
5
-22
1106
$237 ﹤0.01%
+123
1107
$233 ﹤0.01%
+10
1108
$218 ﹤0.01%
2
-198
1109
$196 ﹤0.01%
+16
1110
$194 ﹤0.01%
+30
1111
$193 ﹤0.01%
+4
1112
$181 ﹤0.01%
+2
1113
$170 ﹤0.01%
3
1114
$169 ﹤0.01%
+35
1115
$168 ﹤0.01%
+18
1116
$166 ﹤0.01%
+7
1117
$162 ﹤0.01%
+3
1118
$155 ﹤0.01%
+3
1119
$153 ﹤0.01%
+3
1120
$141 ﹤0.01%
+3
1121
$140 ﹤0.01%
+100
1122
$123 ﹤0.01%
+2
1123
$107 ﹤0.01%
+2
1124
$100 ﹤0.01%
+40
1125
$97 ﹤0.01%
+10
43 44
45
46 47