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
426
$67K 0.01%
1,517
427
$66K 0.01%
6,600
428
$66K 0.01%
2,350
-899
429
$66K 0.01%
402
+152
430
$65K 0.01%
4,080
-480
431
$65K 0.01%
2,383
432
$65K 0.01%
817
-83
433
$65K 0.01%
2,400
434
$65K 0.01%
500
+430
435
$63K 0.01%
6,524
436
$62K 0.01%
647
437
$62K 0.01%
2,009
438
$61K 0.01%
1,190
439
$61K 0.01%
733
-140
440
$61K 0.01%
611
441
$61K 0.01%
4,150
442
$61K 0.01%
+4,000
443
$60K 0.01%
870
-99
444
$60K 0.01%
4,478
445
$60K 0.01%
1,196
446
$59K 0.01%
+1,242
447
$59K 0.01%
500
448
$57K 0.01%
675
449
$57K 0.01%
+1,660
450
$57K 0.01%
+2,400
16 17
18
19 20