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
576
$19K ﹤0.01%
285
577
$19K ﹤0.01%
347
+83
578
$19K ﹤0.01%
1,170
579
$19K ﹤0.01%
200
580
$19K ﹤0.01%
300
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%
1,200
587
$17K ﹤0.01%
231
588
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1,520
589
$17K ﹤0.01%
100
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590
$17K ﹤0.01%
375
591
$17K ﹤0.01%
970
592
$17K ﹤0.01%
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593
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595
$17K ﹤0.01%
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$17K ﹤0.01%
200
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$17K ﹤0.01%
1,000
598
$16K ﹤0.01%
932
599
$16K ﹤0.01%
176
600
$16K ﹤0.01%
325
-225
22 23
24
25 26