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
751
$5K ﹤0.01%
200
752
$5K ﹤0.01%
60
753
$5K ﹤0.01%
+117
754
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+200
755
$5K ﹤0.01%
+400
756
$5K ﹤0.01%
295
757
$4K ﹤0.01%
64
758
$4K ﹤0.01%
110
759
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110
760
$4K ﹤0.01%
104
761
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200
-419
762
$4K ﹤0.01%
+42
763
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36
764
$4K ﹤0.01%
285
765
$4K ﹤0.01%
35
766
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82
-288
767
$4K ﹤0.01%
57
768
$4K ﹤0.01%
101
-100
769
$4K ﹤0.01%
63
+33
770
$4K ﹤0.01%
57
771
$3K ﹤0.01%
47
+37
772
$3K ﹤0.01%
27
773
$3K ﹤0.01%
16
774
$3K ﹤0.01%
175
775
$3K ﹤0.01%
55
29 30
31
32 33