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
76
$3.37M 0.33%
86,642
-2,870
77
$3.35M 0.33%
164,203
+10,710
78
$3.33M 0.33%
55,939
-1,012
79
$3.32M 0.33%
49,921
-700
80
$3.28M 0.32%
31,763
-1,182
81
$3.26M 0.32%
113,848
-1,067
82
$3.14M 0.31%
58,116
+430
83
$3.14M 0.31%
103,891
+4,275
84
$3.11M 0.3%
78,010
+5,430
85
$3.1M 0.3%
59,734
-697
86
$3.1M 0.3%
19,209
+665
87
$3.06M 0.3%
50,529
-900
88
$2.99M 0.29%
118,578
+8,148
89
$2.98M 0.29%
45,903
-4,821
90
$2.97M 0.29%
24,898
+2
91
$2.91M 0.29%
41,088
-5,398
92
$2.89M 0.28%
23,356
+3,884
93
$2.87M 0.28%
28,610
-1,969
94
$2.85M 0.28%
26,178
-1,360
95
$2.85M 0.28%
27,537
+2,025
96
$2.83M 0.28%
52,513
+666
97
$2.75M 0.27%
21,001
+671
98
$2.74M 0.27%
40,174
-450
99
$2.72M 0.27%
11,201
+1,081
100
$2.72M 0.27%
29,474
-887
2 3
4
5 6