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
551
$23K ﹤0.01%
1,689
-811
552
$23K ﹤0.01%
356
553
$23K ﹤0.01%
500
554
$23K ﹤0.01%
372
555
$23K ﹤0.01%
245
556
$23K ﹤0.01%
1,200
-100
557
$23K ﹤0.01%
1,010
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%
750
563
$22K ﹤0.01%
1,700
-1,150
564
$22K ﹤0.01%
450
-87
565
$21K ﹤0.01%
104
566
$21K ﹤0.01%
8,333
567
$21K ﹤0.01%
766
568
$21K ﹤0.01%
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569
$21K ﹤0.01%
555
570
$20K ﹤0.01%
582
571
$20K ﹤0.01%
125
-25
572
$20K ﹤0.01%
+694
573
$19K ﹤0.01%
3,437
574
$19K ﹤0.01%
217
575
$19K ﹤0.01%
+951
21 22
23
24 25