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
326
$134K 0.01%
5,450
+250
327
$129K 0.01%
617
-23
328
$128K 0.01%
15,091
329
$127K 0.01%
8,692
330
$126K 0.01%
3,080
-564
331
$126K 0.01%
+1,350
332
$125K 0.01%
8,905
333
$124K 0.01%
3,500
334
$121K 0.01%
546
-162
335
$117K 0.01%
12,126
336
$116K 0.01%
2,310
337
$114K 0.01%
1,100
338
$112K 0.01%
1,593
+1,367
339
$111K 0.01%
842
340
– –
0
341
$110K 0.01%
2,401
+477
342
$109K 0.01%
7,000
343
$108K 0.01%
2,474
344
$108K 0.01%
765
-98
345
$107K 0.01%
4,154
+380
346
$104K 0.01%
5,157
+605
347
$103K 0.01%
1,165
+28
348
$103K 0.01%
7,312
349
$103K 0.01%
1,663
350
$102K 0.01%
700
12 13
14
15 16