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
51
$4.87M 0.48%
79,671
-2,839
52
$4.83M 0.47%
34,842
-524
53
$4.81M 0.47%
111,873
+5,222
54
$4.78M 0.47%
106,025
-5,912
55
$4.74M 0.47%
31,414
-588
56
$4.7M 0.46%
51,890
+1,495
57
$4.6M 0.45%
198,677
+13,608
58
$4.44M 0.44%
62,358
-120
59
$4.38M 0.43%
48,896
-1,237
60
$4.31M 0.42%
32,543
+570
61
$4.2M 0.41%
54,224
+571
62
$4.01M 0.39%
98,329
+19,742
63
$3.96M 0.39%
54,050
-895
64
$3.94M 0.39%
123,727
+2,564
65
$3.88M 0.38%
83,580
+4,400
66
$3.87M 0.38%
29,966
-61
67
$3.85M 0.38%
107,696
-1,396
68
$3.79M 0.37%
71,426
-483
69
$3.75M 0.37%
106,984
+868
70
$3.72M 0.37%
21,963
+583
71
$3.7M 0.36%
31,518
-3
72
$3.62M 0.36%
27,341
-357
73
$3.59M 0.35%
30,339
-1,241
74
$3.47M 0.34%
121,382
-1,980
75
$3.38M 0.33%
61,714
+520
1 2
3
4 5