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
451
$49K ﹤0.01%
100
452
$49K ﹤0.01%
525
453
$48K ﹤0.01%
8,755
454
$48K ﹤0.01%
1,200
455
$48K ﹤0.01%
2,296
456
$47K ﹤0.01%
919
+188
457
$47K ﹤0.01%
4,788
458
$47K ﹤0.01%
4,505
-4,500
459
$45K ﹤0.01%
500
460
$45K ﹤0.01%
377
-400
461
$45K ﹤0.01%
4,016
462
$44K ﹤0.01%
790
463
$44K ﹤0.01%
1,860
-100
464
$43K ﹤0.01%
491
-178
465
$42K ﹤0.01%
714
466
$42K ﹤0.01%
251
467
$42K ﹤0.01%
360
-165
468
$42K ﹤0.01%
542
469
$41K ﹤0.01%
427
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470
$41K ﹤0.01%
2,400
-400
471
$41K ﹤0.01%
900
-46
472
$40K ﹤0.01%
1,333
473
$40K ﹤0.01%
739
+216
474
$40K ﹤0.01%
1,800
475
$40K ﹤0.01%
775
-150
17 18
19
20 21