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
701
$8K ﹤0.01%
180
702
$8K ﹤0.01%
159
703
$8K ﹤0.01%
431
+100
704
$8K ﹤0.01%
570
705
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100
706
$8K ﹤0.01%
+500
707
$8K ﹤0.01%
+1,325
708
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150
709
$8K ﹤0.01%
444
-190
710
$7K ﹤0.01%
170
711
$7K ﹤0.01%
138
712
$7K ﹤0.01%
283
713
$7K ﹤0.01%
+203
714
$7K ﹤0.01%
60
-240
715
$7K ﹤0.01%
128
-1
716
$7K ﹤0.01%
110
717
$7K ﹤0.01%
158
718
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285
719
$7K ﹤0.01%
60
-91
720
$7K ﹤0.01%
559
721
$7K ﹤0.01%
+112
722
$7K ﹤0.01%
49
723
$7K ﹤0.01%
500
724
$7K ﹤0.01%
163
725
$6K ﹤0.01%
58
27 28
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