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
151
$2.47M 0.13%
33,257
+879
152
$2.47M 0.13%
26,008
+38
153
$2.46M 0.13%
67,054
-2,840
154
$2.43M 0.13%
35,921
+1,099
155
$2.43M 0.13%
21,334
-950
156
$2.41M 0.13%
101,669
+4,947
157
$2.38M 0.13%
30,084
-45
158
$2.35M 0.12%
10,727
-188
159
$2.32M 0.12%
10,919
-60
160
$2.23M 0.12%
49,942
-439
161
$2.08M 0.11%
8,797
+8
162
$2M 0.11%
10,968
-202
163
$1.99M 0.11%
5,779
+16
164
$1.99M 0.11%
15,006
-1,135
165
$1.97M 0.1%
24,143
-2,587
166
$1.94M 0.1%
14,579
-186
167
$1.93M 0.1%
23,822
-1,271
168
$1.89M 0.1%
16,817
-374
169
$1.88M 0.1%
12,001
+1,495
170
$1.86M 0.1%
50,880
-1,530
171
$1.85M 0.1%
14,315
-280
172
$1.82M 0.1%
11,880
+5,580
173
$1.78M 0.09%
34,096
-1,515
174
$1.75M 0.09%
35,053
-3,533
175
$1.67M 0.09%
11,571
-99
5 6
7
8 9