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
426
$57K 0.01%
+3,684
427
$57K 0.01%
1,075
-90
428
$57K 0.01%
+6,524
429
$56K 0.01%
20,000
430
$56K 0.01%
1,400
431
$56K 0.01%
3,726
432
$56K 0.01%
6,300
433
$55K 0.01%
4,875
-4,200
434
$55K 0.01%
893
+677
435
$54K 0.01%
506
+250
436
$54K 0.01%
505
437
$53K 0.01%
600
438
$52K 0.01%
800
-260
439
$52K 0.01%
1,167
440
$52K 0.01%
905
441
$52K 0.01%
1,622
+1,322
442
$51K 0.01%
1,500
443
$51K 0.01%
950
444
$51K 0.01%
901
-900
445
$50K ﹤0.01%
149
-61
446
$50K ﹤0.01%
1,422
447
$50K ﹤0.01%
340
448
$50K ﹤0.01%
505
449
$49K ﹤0.01%
177
+24
450
$49K ﹤0.01%
1,730
16 17
18
19 20