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SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$5.02M
2
+$3.48M
3
+$3.14M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$3.14M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.67M

Top Sells

1
+$5.11M
2
+$3.67M
3
+$2.37M
4
NKE icon
Nike
NKE
+$1.97M
5
SBUX icon
Starbucks
SBUX
+$1.89M

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
1226
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1227
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1228
– –
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1229
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1230
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1231
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-25
1232
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-100
1233
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-500
1234
– –
-50
1235
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-154
1236
– –
-258
1237
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-4,927
1239
– –
-2,224
1240
– –
-65
1241
– –
-2,335
1242
– –
-100
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