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
801
$2K ﹤0.01%
+54
802
$2K ﹤0.01%
23
803
$1K ﹤0.01%
34
804
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+13
805
$1K ﹤0.01%
+30
806
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807
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+20
808
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14
-57
809
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28
810
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128
811
$1K ﹤0.01%
+20
812
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+15
813
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15
814
$1K ﹤0.01%
69
815
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+18
816
$1K ﹤0.01%
+7
817
$1K ﹤0.01%
53
-165
818
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127
819
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+165
820
$1K ﹤0.01%
101
821
– –
-70
822
– –
-1,682
823
– –
-1,200
824
– –
-625
825
– –
-108
31 32
33
34 35