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
101
$4.08M 0.24%
129,607
-39,349
102
$4.05M 0.24%
80,385
-7,228
103
$3.96M 0.24%
30,155
-1,930
104
$3.89M 0.23%
39,247
-20,078
105
$3.86M 0.23%
18,093
-1,849
106
$3.85M 0.23%
51,645
+46
107
$3.66M 0.22%
11,051
-631
108
$3.63M 0.22%
103,905
-2,856
109
$3.59M 0.21%
28,773
-227
110
$3.56M 0.21%
133,330
+1,518
111
$3.56M 0.21%
14,847
-917
112
$3.55M 0.21%
134,167
-4,131
113
$3.55M 0.21%
9,692
+2,407
114
$3.52M 0.21%
37,884
-1,992
115
$3.51M 0.21%
23,607
-48
116
$3.45M 0.21%
48,453
-8,700
117
$3.39M 0.2%
+61,499
118
$3.29M 0.2%
9,825
-149
119
$3.27M 0.19%
21,784
+3,429
120
$3.2M 0.19%
47,433
-11,669
121
$3.18M 0.19%
12,354
-398
122
$3.13M 0.19%
20,624
+1,259
123
$3.09M 0.18%
19,695
-685
124
$3.04M 0.18%
67,314
-1,189
125
$3.02M 0.18%
14,487
+504
3 4
5
6 7