SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$2.48M
2
+$1.62M
3
+$1.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$800K

Top Sells

1
+$3.98M
2
+$2.93M
3
+$1.72M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.62M
5
WFM
Whole Foods Market Inc
WFM
+$1.32M

Sector Composition

1 Healthcare 11.65%
2 Technology 11.02%
3 Financials 8.03%
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%
260
503
$32K ﹤0.01%
803
504
$32K ﹤0.01%
2,164
505
$32K ﹤0.01%
500
+200
506
$32K ﹤0.01%
1,202
507
$32K ﹤0.01%
511
508
$31K ﹤0.01%
442
-670
509
$31K ﹤0.01%
255
510
$31K ﹤0.01%
2,173
511
$31K ﹤0.01%
4,950
-3,000
512
$31K ﹤0.01%
1,300
513
$31K ﹤0.01%
400
-150
514
$31K ﹤0.01%
1,927
515
$31K ﹤0.01%
1,065
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%
200
522
$28K ﹤0.01%
238
523
$28K ﹤0.01%
276
524
$28K ﹤0.01%
400
525
$28K ﹤0.01%
4,465
19 20
21
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