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
501
$37K ﹤0.01%
200
502
$37K ﹤0.01%
739
503
$37K ﹤0.01%
900
504
$37K ﹤0.01%
375
505
$36K ﹤0.01%
661
506
$36K ﹤0.01%
1,300
507
$36K ﹤0.01%
1,000
+600
508
$36K ﹤0.01%
+300
509
$36K ﹤0.01%
1,800
510
$36K ﹤0.01%
+250
511
$35K ﹤0.01%
590
-577
512
$35K ﹤0.01%
280
-80
513
$35K ﹤0.01%
1,360
514
$35K ﹤0.01%
298
515
$35K ﹤0.01%
+384
516
$35K ﹤0.01%
655
+422
517
$35K ﹤0.01%
1,400
518
$34K ﹤0.01%
2,085
519
$34K ﹤0.01%
598
520
$34K ﹤0.01%
282
-33
521
$34K ﹤0.01%
1,065
522
$33K ﹤0.01%
500
523
$33K ﹤0.01%
1,887
+717
524
$33K ﹤0.01%
2,035
525
$33K ﹤0.01%
225
19 20
21
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