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
151
$2.05M 0.12%
11,149
-829
152
$1.94M 0.12%
58,637
+556
153
$1.92M 0.11%
23,141
+269
154
$1.91M 0.11%
18,886
+499
155
$1.9M 0.11%
21,677
-30
156
$1.87M 0.11%
20,954
-7,423
157
$1.85M 0.11%
41,290
-3,780
158
$1.8M 0.11%
8,853
-10
159
$1.8M 0.11%
10,370
-165
160
$1.8M 0.11%
10,700
-35
161
$1.8M 0.11%
892
-55
162
$1.79M 0.11%
31,246
-2,774
163
$1.73M 0.1%
13,654
-371
164
$1.71M 0.1%
12,358
+1,016
165
$1.71M 0.1%
12,216
-175
166
$1.7M 0.1%
16,919
-309
167
$1.68M 0.1%
9,680
-1,835
168
$1.57M 0.09%
17,307
-866
169
$1.56M 0.09%
27,228
-13,256
170
$1.52M 0.09%
11,184
+391
171
$1.51M 0.09%
38,673
+25
172
$1.48M 0.09%
43,740
-3,557
173
$1.46M 0.09%
18,843
-1,043
174
$1.46M 0.09%
15,715
+561
175
$1.45M 0.09%
10,437
-130
5 6
7
8 9