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
376
$94K 0.01%
512
377
$94K 0.01%
892
+669
378
$93K 0.01%
3,910
379
$93K 0.01%
1,500
380
$93K 0.01%
1,800
381
$92K 0.01%
950
-105
382
$92K 0.01%
37
383
$91K 0.01%
8,500
384
$90K 0.01%
657
385
$89K 0.01%
1,401
386
$88K 0.01%
11,549
-3,542
387
$88K 0.01%
5,379
+1,653
388
$88K 0.01%
2,365
+2,240
389
$87K 0.01%
1,534
390
$86K 0.01%
1,851
391
$85K 0.01%
+1,672
392
$85K 0.01%
978
-195
393
$84K 0.01%
+3,415
394
$84K 0.01%
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395
$84K 0.01%
1,330
396
$84K 0.01%
499
397
$83K 0.01%
1,250
398
$82K 0.01%
944
-80
399
$82K 0.01%
750
+700
400
$81K 0.01%
1,518
14 15
16
17 18