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
201
$705K 0.07%
3,241
+147
202
$667K 0.07%
5,278
-46
203
$653K 0.06%
12,633
204
$638K 0.06%
16,272
+277
205
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16,170
+341
206
$619K 0.06%
4,259
+9
207
$603K 0.06%
4,520
+155
208
$599K 0.06%
7,855
+855
209
$580K 0.06%
6,875
-775
210
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4,262
-177
211
$572K 0.06%
4,311
+34
212
$557K 0.05%
10,332
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213
$552K 0.05%
19,218
-1,521
214
$541K 0.05%
6,943
215
$519K 0.05%
8,203
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216
$510K 0.05%
9,290
-9,840
217
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27,888
218
$504K 0.05%
11,100
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219
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11,023
+2,620
220
$494K 0.05%
5,325
-555
221
$485K 0.05%
3,401
222
$483K 0.05%
2,889
+1,808
223
$481K 0.05%
4,748
-916
224
$466K 0.05%
8,519
-4,950
225
$465K 0.05%
8,504
-8,400
7 8
9
10 11