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
576
$19K ﹤0.01%
285
577
$19K ﹤0.01%
347
+83
578
$19K ﹤0.01%
200
579
$19K ﹤0.01%
300
580
$19K ﹤0.01%
1,170
581
$18K ﹤0.01%
+107
582
$18K ﹤0.01%
713
583
$18K ﹤0.01%
400
584
$18K ﹤0.01%
303
585
$18K ﹤0.01%
100
-100
586
$17K ﹤0.01%
231
587
$17K ﹤0.01%
1,520
588
$17K ﹤0.01%
100
-152
589
$17K ﹤0.01%
375
590
$17K ﹤0.01%
970
591
$17K ﹤0.01%
325
592
$17K ﹤0.01%
418
593
$17K ﹤0.01%
+163
594
$17K ﹤0.01%
1,000
595
$17K ﹤0.01%
1,200
596
$17K ﹤0.01%
152
597
$17K ﹤0.01%
200
598
$16K ﹤0.01%
176
599
$16K ﹤0.01%
325
-225
600
$16K ﹤0.01%
334
22 23
24
25 26