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
176
$1.45M 0.09%
9,155
+230
177
$1.45M 0.09%
10,265
-1,023
178
$1.43M 0.09%
18,506
-100
179
$1.43M 0.08%
34,283
+2,070
180
$1.4M 0.08%
5,784
-89
181
$1.39M 0.08%
12,658
-960
182
$1.37M 0.08%
31,242
-70
183
$1.36M 0.08%
6,334
-57
184
$1.35M 0.08%
42,245
-2,445
185
$1.33M 0.08%
4,177
+903
186
$1.28M 0.08%
3,296
+658
187
$1.26M 0.07%
24,655
-1,916
188
$1.22M 0.07%
6,525
-504
189
$1.2M 0.07%
15,758
-942
190
$1.2M 0.07%
25,715
+4,472
191
$1.2M 0.07%
20,404
-478
192
$1.19M 0.07%
46,400
+5,220
193
$1.15M 0.07%
7,702
-2,149
194
$1.15M 0.07%
8,886
+662
195
$1.13M 0.07%
15,861
-1,342
196
$1.11M 0.07%
24,252
+515
197
$1.08M 0.06%
10,270
+2
198
$1.07M 0.06%
11,090
-209
199
$1.05M 0.06%
12,561
-390
200
$1.05M 0.06%
10,662
-305
6 7
8
9 10