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
751
$5K ﹤0.01%
200
752
$5K ﹤0.01%
60
753
$5K ﹤0.01%
+117
754
$5K ﹤0.01%
+200
755
$5K ﹤0.01%
+400
756
$5K ﹤0.01%
295
757
$4K ﹤0.01%
110
758
$4K ﹤0.01%
104
759
$4K ﹤0.01%
200
-419
760
$4K ﹤0.01%
+42
761
$4K ﹤0.01%
82
-288
762
$4K ﹤0.01%
57
763
$4K ﹤0.01%
101
-100
764
$4K ﹤0.01%
63
+33
765
$4K ﹤0.01%
57
766
$4K ﹤0.01%
36
767
$4K ﹤0.01%
285
768
$4K ﹤0.01%
35
769
$4K ﹤0.01%
64
770
$4K ﹤0.01%
110
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