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
1126
$82 ﹤0.01%
1
-225
1127
$49 ﹤0.01%
+5
1128
$36 ﹤0.01%
+3
1129
$33 ﹤0.01%
+35
1130
$33 ﹤0.01%
+1
1131
$32 ﹤0.01%
1
-513
1132
$30 ﹤0.01%
+1
1133
$27 ﹤0.01%
+1
1134
$20 ﹤0.01%
+17
1135
$18 ﹤0.01%
+2
1136
$18 ﹤0.01%
+1
1137
$16 ﹤0.01%
+5
1138
– –
0
1139
$12 ﹤0.01%
1
-143
1140
– –
0
1141
$7 ﹤0.01%
+2
1142
$6 ﹤0.01%
+2
1143
$6 ﹤0.01%
+2
1144
– –
0
1145
– –
0
1146
– –
-2,371
1147
– –
-2,000
1148
– –
-509
1149
– –
-101
1150
– –
-50
44 45
46
47 48