We are live on ! Find out more
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
826
– –
-275
827
– –
-417
828
– –
-367
829
– –
-214
830
– –
-300
831
– –
-100
832
– –
-630
833
– –
-134
834
– –
-1,200
835
– –
-102
836
– –
-280
837
– –
-200
838
– –
-28
839
– –
-6,918
840
– –
-184
841
– –
-1,376
842
– –
-184
843
– –
-2,248
844
– –
-182
845
– –
-2,400
846
– –
-1,914
847
– –
-126
848
– –
-93
849
– –
-702
850
– –
-106
32 33
34
35 36