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
151
$1.65M 0.16%
34,321
+1,965
152
$1.63M 0.16%
29,232
-995
153
$1.62M 0.16%
32,038
-66
154
$1.62M 0.16%
90,000
-67,400
155
$1.6M 0.16%
8,088
+374
156
$1.59M 0.16%
41,860
+266
157
$1.59M 0.16%
19,906
-665
158
$1.52M 0.15%
24,467
-403
159
$1.51M 0.15%
7,815
+185
160
$1.5M 0.15%
22,649
-4,510
161
$1.5M 0.15%
43,288
-3,399
162
$1.49M 0.15%
28,615
-870
163
$1.48M 0.15%
31,918
-3,804
164
$1.45M 0.14%
11,429
+716
165
$1.44M 0.14%
8,750
-191
166
$1.42M 0.14%
16,976
+2,650
167
$1.35M 0.13%
9,592
+1,131
168
$1.34M 0.13%
57,389
+57,175
169
$1.3M 0.13%
14,102
-874
170
$1.26M 0.12%
23,236
-823
171
$1.25M 0.12%
18,420
-1,049
172
$1.22M 0.12%
16,478
-2,394
173
$1.21M 0.12%
21,530
174
$1.2M 0.12%
27,603
+1,024
175
$1.17M 0.11%
9,345
+154
5 6
7
8 9