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
$1.02B
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.33M
3
+$1.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$806K

Top Sells

1
+$3.98M
2
+$2.96M
3
+$1.73M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.64M
5
WFM
Whole Foods Market Inc
WFM
+$1.53M

Sector Composition

1 Healthcare 11.65%
2 Technology 11.03%
3 Financials 8.02%
4 Consumer Staples 6.62%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$306K 0.03%
20,500
252
$305K 0.03%
3,158
-200
253
$301K 0.03%
8,812
+404
254
$297K 0.03%
2,834
-706
255
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12,285
256
$287K 0.03%
1,119
257
$285K 0.03%
3,704
-73
258
$284K 0.03%
7,153
259
$282K 0.03%
4,831
260
$280K 0.03%
2,203
261
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6,501
262
$269K 0.03%
19,615
263
$268K 0.03%
2,019
-145
264
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2,915
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265
$267K 0.03%
3,312
-329
266
$264K 0.03%
1,347
-500
267
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1,344
268
$258K 0.03%
4,740
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269
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1
270
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+3,198
271
$255K 0.03%
1,103
272
$252K 0.02%
+7,550
273
$252K 0.02%
1,759
274
$239K 0.02%
1,600
-100
275
$238K 0.02%
10,931
+300
9 10
11
12 13