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
351
$101K 0.01%
3,015
-893
352
$100K 0.01%
4,290
-1,040
353
$99K 0.01%
1,134
+105
354
$97K 0.01%
6,478
355
$97K 0.01%
1,548
356
$96K 0.01%
1,900
357
$95K 0.01%
918
358
$95K 0.01%
1,348
359
$94K 0.01%
1,100
-200
360
$90K 0.01%
1,500
361
$89K 0.01%
1,100
362
$89K 0.01%
1,145
+183
363
$89K 0.01%
2,274
364
$89K 0.01%
1,690
+300
365
$89K 0.01%
2,769
-900
366
$88K 0.01%
3,822
367
$87K 0.01%
1,250
368
$87K 0.01%
2,235
-385
369
$86K 0.01%
1,366
+552
370
$86K 0.01%
1,330
371
$83K 0.01%
1,634
+450
372
$83K 0.01%
512
373
$82K 0.01%
719
-95
374
$82K 0.01%
1,851
375
$82K 0.01%
+2,652
13 14
15
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