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
601
$16K ﹤0.01%
1,250
-419
602
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490
603
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+300
604
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550
605
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606
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932
607
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178
608
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100
609
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532
610
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+1,397
611
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500
+63
612
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125
613
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300
614
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615
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60
-15
616
$14K ﹤0.01%
250
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+300
618
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619
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620
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133
621
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+400
622
$14K ﹤0.01%
200
+100
623
$13K ﹤0.01%
222
624
$13K ﹤0.01%
172
-205
625
$13K ﹤0.01%
430
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