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
$1.13B
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$3.87M
3
+$3.68M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$3.05M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.7M

Top Sells

1
+$1.47M
2
+$1.29M
3
+$1.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$846K
5
BN icon
Brookfield
BN
+$820K

Sector Composition

1 Technology 11.65%
2 Healthcare 10.72%
3 Financials 9.38%
4 Consumer Discretionary 6.93%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$210K 0.02%
3,307
-925
302
$208K 0.02%
1,561
-200
303
$201K 0.02%
5,742
-2,500
304
$195K 0.02%
2,574
+2,274
305
$192K 0.02%
5,555
306
$191K 0.02%
4,196
-340
307
$188K 0.02%
4,672
+1,562
308
$184K 0.02%
2,069
309
$182K 0.02%
2,500
310
$180K 0.02%
+3,772
311
$180K 0.02%
3,073
+2,900
312
$180K 0.02%
2,490
313
$180K 0.02%
1,557
-111
314
$179K 0.02%
2,758
+1,550
315
$179K 0.02%
8,339
+4,985
316
$179K 0.02%
3,299
+1,642
317
$178K 0.02%
1,516
+257
318
$176K 0.02%
+3,160
319
$170K 0.02%
3,740
320
$169K 0.02%
+13,100
321
$168K 0.01%
4,790
-533
322
$167K 0.01%
5,468
323
$167K 0.01%
15,864
+3,738
324
$163K 0.01%
3,671
+2,864
325
$162K 0.01%
1,242
+737
11 12
13
14 15