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
401
$81K 0.01%
2,325
-2,990
402
$81K 0.01%
2,402
-150
403
$80K 0.01%
6,270
404
$79K 0.01%
4,195
-17,859
405
$79K 0.01%
594
406
$78K 0.01%
4,000
407
$78K 0.01%
950
+783
408
$77K 0.01%
1,240
+1,040
409
$76K 0.01%
2,474
410
$76K 0.01%
986
411
$76K 0.01%
585
-81
412
$75K 0.01%
5,000
413
$75K 0.01%
4,500
414
$75K 0.01%
3,700
415
$74K 0.01%
678
+613
416
$71K 0.01%
905
417
$71K 0.01%
766
-1,606
418
$70K 0.01%
1,378
419
$69K 0.01%
900
420
$69K 0.01%
364
421
$68K 0.01%
+2,685
422
$68K 0.01%
509
-210
423
$68K 0.01%
4,500
424
$68K 0.01%
7,204
425
$68K 0.01%
808
15 16
17
18 19