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
601
$16K ﹤0.01%
334
602
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1,250
-419
603
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490
604
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+300
605
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550
606
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607
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608
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100
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610
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60
-15
611
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500
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613
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300
614
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532
615
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+1,397
616
$14K ﹤0.01%
250
617
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200
+100
618
$14K ﹤0.01%
+300
619
$14K ﹤0.01%
200
620
$14K ﹤0.01%
+250
621
$14K ﹤0.01%
133
622
$14K ﹤0.01%
+400
623
$13K ﹤0.01%
222
624
$13K ﹤0.01%
172
-205
625
$13K ﹤0.01%
72
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