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
301
$171K 0.02%
2,851
+1,660
302
$168K 0.02%
2,641
+17
303
$166K 0.02%
1,327
+68
304
$164K 0.02%
10,789
305
$163K 0.02%
1,352
+450
306
$158K 0.02%
4,350
+40
307
$158K 0.02%
3,740
308
$156K 0.02%
3,070
-960
309
$155K 0.02%
2,959
+185
310
$154K 0.02%
6,079
311
$153K 0.02%
3,000
+67
312
$151K 0.01%
2,069
313
$151K 0.01%
2,250
314
$150K 0.01%
5,141
+66
315
$148K 0.01%
4,890
316
$147K 0.01%
5,468
317
$143K 0.01%
1,156
318
$143K 0.01%
1,211
319
$142K 0.01%
1,568
320
$141K 0.01%
2,590
321
$141K 0.01%
1,307
322
$141K 0.01%
+5,325
323
$136K 0.01%
2,600
-45
324
$136K 0.01%
1,070
+45
325
$135K 0.01%
3,333
-375
11 12
13
14 15