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
126
$2.23M 0.22%
18,031
-155
127
$2.23M 0.22%
44,878
+983
128
$2.22M 0.22%
46,276
+3,620
129
$2.21M 0.22%
7,013
-2,995
130
$2.2M 0.22%
24,817
-85
131
$2.12M 0.21%
105,133
-4,479
132
$2.09M 0.21%
26,681
-2,466
133
$2.08M 0.2%
85,622
-6,157
134
$2.04M 0.2%
34,962
-1,813
135
$2.03M 0.2%
11,663
-298
136
$2.02M 0.2%
33,841
-286
137
$2.01M 0.2%
108,752
-1,760
138
$1.97M 0.19%
44,671
-617
139
$1.94M 0.19%
22,668
-668
140
$1.93M 0.19%
27,722
+7,209
141
$1.91M 0.19%
17,577
-679
142
$1.91M 0.19%
30,598
-332
143
$1.88M 0.18%
37,279
-3,686
144
$1.81M 0.18%
14,526
-495
145
$1.8M 0.18%
19,147
+1,183
146
$1.79M 0.18%
66,250
+432
147
$1.78M 0.17%
31,933
+410
148
$1.76M 0.17%
32,701
+1,790
149
$1.75M 0.17%
79,998
+318
150
$1.73M 0.17%
21,490
-604
4 5
6
7 8