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
1176
– –
-2,335
1177
– –
-81
1178
– –
-100
1179
– –
-6,000
1180
– –
-50
1181
– –
-70
1182
– –
-29
1183
– –
-80
1184
– –
-400
1185
– –
-225
1186
– –
-621
1187
– –
-54
1188
– –
-300
1189
– –
-4,000
1190
– –
-13
1191
– –
-30
1192
– –
-80
1193
– –
-6
1194
– –
-150
1195
– –
-125
1196
– –
-151
1197
– –
-380
1198
– –
-324
1199
– –
-462
1200
– –
-810
46 47
48
49 50