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
526
$32K ﹤0.01%
400
527
$32K ﹤0.01%
750
528
$32K ﹤0.01%
1,200
529
$32K ﹤0.01%
+2,000
530
$31K ﹤0.01%
500
531
$31K ﹤0.01%
328
532
$31K ﹤0.01%
518
533
$30K ﹤0.01%
+1,100
534
$30K ﹤0.01%
8,333
535
$30K ﹤0.01%
246
536
$29K ﹤0.01%
2,400
-600
537
$29K ﹤0.01%
656
+20
538
$29K ﹤0.01%
228
+168
539
$29K ﹤0.01%
172
540
$28K ﹤0.01%
238
541
$28K ﹤0.01%
449
-5
542
$27K ﹤0.01%
830
-300
543
$27K ﹤0.01%
620
544
$27K ﹤0.01%
400
545
$27K ﹤0.01%
+300
546
$27K ﹤0.01%
767
547
$27K ﹤0.01%
246
548
$27K ﹤0.01%
2,173
549
$27K ﹤0.01%
4,465
550
$27K ﹤0.01%
590
20 21
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