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
651
$11K ﹤0.01%
+335
652
$11K ﹤0.01%
100
653
$11K ﹤0.01%
344
654
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195
655
$11K ﹤0.01%
284
656
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+600
657
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566
658
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100
659
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192
-67
660
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500
661
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662
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2,000
663
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600
-2,000
664
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440
665
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400
-200
666
$11K ﹤0.01%
325
667
$11K ﹤0.01%
164
668
$10K ﹤0.01%
79
669
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150
670
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196
+43
671
$10K ﹤0.01%
+86
672
$10K ﹤0.01%
+260
673
$10K ﹤0.01%
330
674
$10K ﹤0.01%
255
675
$10K ﹤0.01%
160
25 26
27
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