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
651
$11K ﹤0.01%
+335
652
$11K ﹤0.01%
284
653
$11K ﹤0.01%
+600
654
$11K ﹤0.01%
566
655
$11K ﹤0.01%
100
656
$11K ﹤0.01%
192
-67
657
$11K ﹤0.01%
500
658
$11K ﹤0.01%
+59
659
$11K ﹤0.01%
2,000
660
$11K ﹤0.01%
600
-2,000
661
$11K ﹤0.01%
440
662
$11K ﹤0.01%
400
-200
663
$11K ﹤0.01%
325
664
$11K ﹤0.01%
164
665
$11K ﹤0.01%
100
666
$11K ﹤0.01%
344
667
$11K ﹤0.01%
195
668
$10K ﹤0.01%
150
669
$10K ﹤0.01%
79
670
$10K ﹤0.01%
196
+43
671
$10K ﹤0.01%
+86
672
$10K ﹤0.01%
+206
673
$10K ﹤0.01%
251
+1
674
$10K ﹤0.01%
182
675
$10K ﹤0.01%
103
+1
25 26
27
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