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
476
$46K ﹤0.01%
1,496
477
$46K ﹤0.01%
+780
478
$45K ﹤0.01%
602
479
$45K ﹤0.01%
1,250
480
$45K ﹤0.01%
4,016
481
$44K ﹤0.01%
1,848
-1,852
482
$44K ﹤0.01%
600
-100
483
$44K ﹤0.01%
+1,285
484
$44K ﹤0.01%
714
485
$44K ﹤0.01%
639
-75
486
$44K ﹤0.01%
4,505
487
$43K ﹤0.01%
312
-40
488
$43K ﹤0.01%
265
489
$43K ﹤0.01%
2,769
490
$42K ﹤0.01%
380
-175
491
$42K ﹤0.01%
1,609
492
$41K ﹤0.01%
790
493
$40K ﹤0.01%
865
494
$40K ﹤0.01%
2,296
495
$39K ﹤0.01%
3,000
-7,560
496
$39K ﹤0.01%
850
497
$38K ﹤0.01%
1,333
498
$38K ﹤0.01%
1,000
-245
499
$37K ﹤0.01%
+769
500
$37K ﹤0.01%
7,718
18 19
20
21 22