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
551
$27K ﹤0.01%
710
552
$26K ﹤0.01%
449
-229
553
$26K ﹤0.01%
155
-75
554
$26K ﹤0.01%
538
555
$26K ﹤0.01%
20
556
$25K ﹤0.01%
665
557
$25K ﹤0.01%
766
558
$25K ﹤0.01%
390
559
$25K ﹤0.01%
372
560
$25K ﹤0.01%
1,250
-1,570
561
$25K ﹤0.01%
+537
562
$25K ﹤0.01%
245
563
$25K ﹤0.01%
+1,000
564
$25K ﹤0.01%
500
-300
565
$25K ﹤0.01%
200
566
$25K ﹤0.01%
450
567
$25K ﹤0.01%
900
568
$24K ﹤0.01%
356
569
$24K ﹤0.01%
553
570
$24K ﹤0.01%
200
571
$24K ﹤0.01%
1,270
-692
572
$24K ﹤0.01%
100
573
$24K ﹤0.01%
500
574
$24K ﹤0.01%
2,175
575
$24K ﹤0.01%
100
21 22
23
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