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
126
$3.01M 0.18%
21,525
-649
127
$3M 0.18%
135,330
-13,670
128
$2.93M 0.17%
15,407
-2,368
129
$2.92M 0.17%
19,212
+5,157
130
$2.91M 0.17%
208,544
131
$2.86M 0.17%
36,523
+255
132
$2.75M 0.16%
10,465
+650
133
$2.71M 0.16%
10,206
-493
134
$2.69M 0.16%
5,530
+473
135
$2.68M 0.16%
19,710
+144
136
$2.66M 0.16%
32,030
-2,860
137
$2.66M 0.16%
16,471
-1,382
138
$2.64M 0.16%
13,828
+649
139
$2.54M 0.15%
17,793
-478
140
$2.5M 0.15%
24,395
-5,803
141
$2.46M 0.15%
36,009
+7,465
142
$2.39M 0.14%
26,205
-1,153
143
$2.37M 0.14%
38,657
-1,961
144
$2.31M 0.14%
13,270
-252
145
$2.24M 0.13%
49,572
-3,842
146
$2.24M 0.13%
38,065
+258
147
$2.17M 0.13%
104,490
+5,910
148
$2.15M 0.13%
20,164
-2,037
149
$2.11M 0.13%
55,430
-1,048
150
$2.06M 0.12%
28,645
-839
4 5
6
7 8