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
776
$3K ﹤0.01%
85
777
$3K ﹤0.01%
280
-1
778
$3K ﹤0.01%
50
779
$3K ﹤0.01%
+48
780
$3K ﹤0.01%
173
+43
781
$3K ﹤0.01%
43
782
$3K ﹤0.01%
+200
783
$3K ﹤0.01%
55
784
$3K ﹤0.01%
48
785
$3K ﹤0.01%
160
786
$3K ﹤0.01%
36
787
$3K ﹤0.01%
1,000
788
$3K ﹤0.01%
57
789
$3K ﹤0.01%
48
790
$3K ﹤0.01%
29
791
$2K ﹤0.01%
18
792
$2K ﹤0.01%
+1
793
$2K ﹤0.01%
+25
794
$2K ﹤0.01%
30
-453
795
$2K ﹤0.01%
110
796
$2K ﹤0.01%
+50
797
$2K ﹤0.01%
+52
798
$2K ﹤0.01%
100
799
$2K ﹤0.01%
200
800
$2K ﹤0.01%
+108
30 31
32
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