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
101
$2.64M 0.26%
208,544
102
$2.63M 0.26%
13,990
-1,262
103
$2.62M 0.26%
35,237
+1,871
104
$2.62M 0.26%
25,554
-84
105
$2.59M 0.25%
15,014
-663
106
$2.58M 0.25%
57,613
+2,146
107
$2.57M 0.25%
15,886
+960
108
$2.56M 0.25%
26,634
-277
109
$2.54M 0.25%
45,807
-831
110
$2.53M 0.25%
82,655
+8,435
111
$2.53M 0.25%
33,509
-1,321
112
$2.53M 0.25%
50,441
-574
113
$2.48M 0.24%
24,708
114
$2.46M 0.24%
22,282
+50
115
$2.46M 0.24%
31,081
+102
116
$2.42M 0.24%
29,024
-1,090
117
$2.4M 0.24%
12,942
+155
118
$2.33M 0.23%
64,586
+3,818
119
$2.32M 0.23%
53,687
-2,409
120
$2.31M 0.23%
66,872
-1,715
121
$2.3M 0.23%
29,763
-490
122
$2.3M 0.23%
26,512
+1,640
123
$2.28M 0.22%
27,091
+166
124
$2.28M 0.22%
34,927
+250
125
$2.28M 0.22%
27,060
+540
3 4
5
6 7