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
626
$13K ﹤0.01%
133
627
$13K ﹤0.01%
430
628
$13K ﹤0.01%
+264
629
$13K ﹤0.01%
+336
630
$13K ﹤0.01%
276
631
$13K ﹤0.01%
167
-160
632
$13K ﹤0.01%
448
-1,197
633
$13K ﹤0.01%
800
634
$13K ﹤0.01%
+1,000
635
$12K ﹤0.01%
+143
636
$12K ﹤0.01%
315
637
$12K ﹤0.01%
+92
638
$12K ﹤0.01%
420
639
$12K ﹤0.01%
225
640
$12K ﹤0.01%
200
641
$12K ﹤0.01%
180
642
$12K ﹤0.01%
+448
643
$12K ﹤0.01%
156
644
$12K ﹤0.01%
373
645
$12K ﹤0.01%
181
646
$12K ﹤0.01%
400
647
$11K ﹤0.01%
500
648
$11K ﹤0.01%
83
649
$11K ﹤0.01%
140
650
$11K ﹤0.01%
150
-100
24 25
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