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
26
$8.26M 0.81%
140,017
+3,198
27
$8.16M 0.8%
386,708
-12,765
28
$8.13M 0.8%
46,674
+206
29
$8.12M 0.8%
240,793
-8,794
30
$8.07M 0.79%
110,914
-1,913
31
$7.67M 0.75%
155,928
-4,732
32
$7.47M 0.73%
70,633
-1,135
33
$6.9M 0.68%
220,263
-3,305
34
$6.71M 0.66%
119,623
+1,321
35
$6.57M 0.64%
170,140
-6,942
36
$6.4M 0.63%
147,007
-12,161
37
$6.32M 0.62%
48,556
-3,646
38
$6.31M 0.62%
129,148
-1,023
39
$6.24M 0.61%
51,410
-350
40
$6.23M 0.61%
46,066
-1,010
41
$6.11M 0.6%
75,966
+2,708
42
$6.02M 0.59%
106,107
43
$5.94M 0.58%
79,140
-3,502
44
$5.94M 0.58%
107,523
-4,563
45
$5.64M 0.55%
85,520
+540
46
$5.37M 0.53%
97,187
-4,334
47
$5.35M 0.53%
41,223
+2,538
48
$4.96M 0.49%
40,652
-1,324
49
$4.92M 0.48%
32,987
-1,339
50
$4.9M 0.48%
89,194
+7,326
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