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
501
$33K ﹤0.01%
2,230
502
$32K ﹤0.01%
511
503
$32K ﹤0.01%
260
504
$32K ﹤0.01%
803
505
$32K ﹤0.01%
2,164
506
$32K ﹤0.01%
500
+200
507
$32K ﹤0.01%
1,202
508
$31K ﹤0.01%
442
-670
509
$31K ﹤0.01%
2,173
510
$31K ﹤0.01%
4,950
-3,000
511
$31K ﹤0.01%
1,300
512
$31K ﹤0.01%
400
-150
513
$31K ﹤0.01%
1,927
514
$31K ﹤0.01%
1,065
515
$31K ﹤0.01%
255
516
$30K ﹤0.01%
2,175
517
$29K ﹤0.01%
232
518
$29K ﹤0.01%
+170
519
$29K ﹤0.01%
502
520
$29K ﹤0.01%
538
-142
521
$28K ﹤0.01%
238
522
$28K ﹤0.01%
276
523
$28K ﹤0.01%
200
524
$28K ﹤0.01%
400
525
$28K ﹤0.01%
4,465
19 20
21
22 23