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
$1.89B
AUM Growth
+$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.3M
3
+$1.74M
4
PENN icon
PENN Entertainment
PENN
+$1.07M
5
UNP icon
Union Pacific
UNP
+$1.04M

Top Sells

1
+$2.86M
2
+$1.79M
3
+$1.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$926K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$791K

Sector Composition

1 Technology 15.91%
2 Financials 10.54%
3 Healthcare 9.84%
4 Consumer Discretionary 7.41%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.64M 0.25%
59,491
+1,186
102
$4.58M 0.24%
39,299
-609
103
$4.53M 0.24%
22,681
+1,765
104
$4.33M 0.23%
42,646
-3,204
105
$4.25M 0.23%
81,039
+1,239
106
$4.25M 0.23%
95,668
+13,934
107
$4.13M 0.22%
27,930
+6,173
108
$4.09M 0.22%
64,070
+265
109
$3.95M 0.21%
23,954
+68
110
$3.91M 0.21%
73,866
-3,922
111
$3.84M 0.2%
17,471
-535
112
$3.84M 0.2%
37,743
-923
113
$3.74M 0.2%
49,789
+1,605
114
$3.45M 0.18%
23,504
-905
115
$3.43M 0.18%
48,917
+758
116
$3.43M 0.18%
23,169
-2,892
117
$3.35M 0.18%
45,870
+8,097
118
$3.34M 0.18%
42,256
-319
119
$3.32M 0.18%
43,482
+5,188
120
$3.32M 0.18%
48,950
-532
121
$3.3M 0.17%
11,363
+1,593
122
$3.26M 0.17%
12,720
+863
123
$3.16M 0.17%
11,068
+1,749
124
$3.13M 0.17%
14,220
+95
125
$3.06M 0.16%
13,786
+2,853
3 4
5
6 7