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
551
$23K ﹤0.01%
1,689
-811
552
$23K ﹤0.01%
356
553
$23K ﹤0.01%
500
554
$23K ﹤0.01%
245
555
$23K ﹤0.01%
1,200
-100
556
$23K ﹤0.01%
1,010
557
$23K ﹤0.01%
372
558
$22K ﹤0.01%
390
559
$22K ﹤0.01%
450
+88
560
$22K ﹤0.01%
356
561
$22K ﹤0.01%
100
562
$22K ﹤0.01%
1,125
563
$22K ﹤0.01%
1,700
-1,150
564
$22K ﹤0.01%
450
-87
565
$21K ﹤0.01%
8,333
566
$21K ﹤0.01%
766
567
$21K ﹤0.01%
555
568
$21K ﹤0.01%
104
569
$21K ﹤0.01%
+950
570
$20K ﹤0.01%
582
571
$20K ﹤0.01%
125
-25
572
$20K ﹤0.01%
+694
573
$19K ﹤0.01%
344
574
$19K ﹤0.01%
217
575
$19K ﹤0.01%
+951
21 22
23
24 25