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
451
$57K 0.01%
1,040
+640
452
$57K 0.01%
285
453
$56K 0.01%
250
+100
454
$56K 0.01%
1,083
-188
455
$56K 0.01%
20,000
456
$56K 0.01%
950
457
$56K 0.01%
609
458
$56K 0.01%
346
+300
459
$55K ﹤0.01%
1,500
460
$55K ﹤0.01%
1,184
-450
461
$54K ﹤0.01%
199
-9
462
$54K ﹤0.01%
1,307
-530
463
$53K ﹤0.01%
+1,322
464
$53K ﹤0.01%
1,422
465
$53K ﹤0.01%
+600
466
$52K ﹤0.01%
340
467
$52K ﹤0.01%
+5,000
468
$50K ﹤0.01%
750
-164
469
$50K ﹤0.01%
+1,500
470
$49K ﹤0.01%
3,392
+150
471
$48K ﹤0.01%
1,952
472
$48K ﹤0.01%
400
473
$48K ﹤0.01%
1,322
-300
474
$46K ﹤0.01%
548
475
$46K ﹤0.01%
900
+600
17 18
19
20 21