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
526
$28K ﹤0.01%
235
+4
527
$27K ﹤0.01%
600
528
$27K ﹤0.01%
3,350
529
$27K ﹤0.01%
1,586
530
$27K ﹤0.01%
348
531
$27K ﹤0.01%
255
-295
532
$27K ﹤0.01%
1,800
533
$27K ﹤0.01%
298
534
$27K ﹤0.01%
900
535
$27K ﹤0.01%
6,000
536
$26K ﹤0.01%
+1,766
537
$26K ﹤0.01%
620
538
$26K ﹤0.01%
20
539
$26K ﹤0.01%
590
540
$25K ﹤0.01%
+230
541
$25K ﹤0.01%
305
+55
542
$25K ﹤0.01%
400
543
$25K ﹤0.01%
941
544
$25K ﹤0.01%
748
+75
545
$24K ﹤0.01%
2,560
-640
546
$24K ﹤0.01%
2,206
547
$24K ﹤0.01%
400
548
$24K ﹤0.01%
767
549
$24K ﹤0.01%
1,000
550
$23K ﹤0.01%
+1,000
20 21
22
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