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
276
$238K 0.02%
2,275
+605
277
$230K 0.02%
28,950
278
$226K 0.02%
3,362
+650
279
$225K 0.02%
6,600
280
$225K 0.02%
1,800
281
$224K 0.02%
3,694
-300
282
$220K 0.02%
3,160
-1,125
283
$211K 0.02%
6,605
-95
284
$211K 0.02%
2,546
285
$211K 0.02%
1,911
286
$210K 0.02%
4,886
+787
287
$209K 0.02%
2,537
+339
288
$208K 0.02%
3,400
-250
289
$206K 0.02%
1,975
-67
290
$201K 0.02%
6,055
291
$200K 0.02%
3,800
-2,070
292
$187K 0.02%
14,698
293
$186K 0.02%
2,490
294
$185K 0.02%
1,950
-105
295
$183K 0.02%
5,969
-100
296
$183K 0.02%
9,562
-464
297
$178K 0.02%
2,658
-63
298
$177K 0.02%
3,262
299
$177K 0.02%
3,219
-1,300
300
$173K 0.02%
2,554
10 11
12
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