SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
State Street 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 9.39%
4 Consumer Discretionary 6.93%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$121K 0.01%
5,079
352
$120K 0.01%
3,750
353
$118K 0.01%
+3,132
354
$117K 0.01%
1,663
355
$116K 0.01%
1,492
-1,300
356
$116K 0.01%
8,692
357
$115K 0.01%
2,245
-271
358
$111K 0.01%
11,025
+8,700
359
$110K 0.01%
+2,250
360
$110K 0.01%
10,314
+5,526
361
$110K 0.01%
1,165
-225
362
$109K 0.01%
2,069
-400
363
$108K 0.01%
3,867
-345
364
$107K 0.01%
5,010
+1,250
365
$107K 0.01%
8,155
366
$107K 0.01%
1,413
-135
367
$105K 0.01%
2,390
-284
368
$104K 0.01%
+2,228
369
$103K 0.01%
+12,805
370
$103K 0.01%
5,988
+1,304
371
$99K 0.01%
1,900
372
$98K 0.01%
1,594
+1,399
373
$97K 0.01%
52,983
+3,960
374
$96K 0.01%
1,127
375
$95K 0.01%
4,316
-920
13 14
15
16 17