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
376
$82K 0.01%
1,534
377
$82K 0.01%
744
+189
378
$82K 0.01%
699
+300
379
$81K 0.01%
1,207
380
$81K 0.01%
1,086
-358
381
$80K 0.01%
1,378
382
$80K 0.01%
1,024
383
$80K 0.01%
2,300
384
$80K 0.01%
4,000
-200
385
$80K 0.01%
4,044
-11,041
386
$79K 0.01%
5,000
387
$79K 0.01%
2,252
-2,352
388
$79K 0.01%
2,500
389
$79K 0.01%
3,354
390
$78K 0.01%
893
391
$77K 0.01%
1,991
392
$77K 0.01%
508
+77
393
$76K 0.01%
2,373
+9
394
$76K 0.01%
1,411
395
$76K 0.01%
6,270
396
$75K 0.01%
3,760
397
$75K 0.01%
3,150
-665
398
$75K 0.01%
4,684
-292
399
$72K 0.01%
1,166
400
$72K 0.01%
7,204
14 15
16
17 18