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
201
$1.05M 0.06%
17,011
-92
202
$1.03M 0.06%
39,018
+6,390
203
$1.01M 0.06%
20,028
-706
204
$997K 0.06%
1,400
205
$986K 0.06%
53,569
-53
206
$977K 0.06%
14,233
-664
207
$974K 0.06%
4,102
+44
208
$970K 0.06%
7,873
-505
209
$944K 0.06%
12,661
+263
210
$926K 0.06%
8,896
+1,730
211
$918K 0.05%
4,159
+3,601
212
$915K 0.05%
6,518
+80
213
$915K 0.05%
17,881
-880
214
$909K 0.05%
35,866
-5,175
215
$898K 0.05%
36,386
+8
216
$897K 0.05%
6,157
+4,830
217
$890K 0.05%
20,260
+5,698
218
$850K 0.05%
33,720
+5,615
219
$850K 0.05%
18,699
-50
220
$841K 0.05%
55,863
+912
221
$811K 0.05%
32,855
-3,815
222
$810K 0.05%
2,444
+1,313
223
$808K 0.05%
32,205
+4,370
224
$800K 0.05%
12,184
-220
225
$796K 0.05%
6,010
-723
7 8
9
10 11