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
476
$40K ﹤0.01%
1,000
477
$39K ﹤0.01%
7,718
478
$39K ﹤0.01%
2,085
479
$39K ﹤0.01%
500
480
$39K ﹤0.01%
850
481
$39K ﹤0.01%
1,609
482
$38K ﹤0.01%
1,065
483
$38K ﹤0.01%
1,250
484
$38K ﹤0.01%
273
+101
485
$37K ﹤0.01%
300
486
$36K ﹤0.01%
328
487
$36K ﹤0.01%
151
488
$36K ﹤0.01%
15
489
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1,000
490
$36K ﹤0.01%
250
491
$36K ﹤0.01%
375
-75
492
$35K ﹤0.01%
291
493
$35K ﹤0.01%
900
494
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495
$35K ﹤0.01%
1,400
496
$34K ﹤0.01%
492
497
$34K ﹤0.01%
661
-500
498
$34K ﹤0.01%
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499
$34K ﹤0.01%
750
500
$33K ﹤0.01%
500
-200
18 19
20
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