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
576
$23K ﹤0.01%
582
577
$23K ﹤0.01%
2,206
578
$23K ﹤0.01%
1,200
579
$22K ﹤0.01%
1,518
580
$22K ﹤0.01%
1,689
581
$22K ﹤0.01%
657
-443
582
$22K ﹤0.01%
+63
583
$22K ﹤0.01%
8
584
$22K ﹤0.01%
1,254
-795
585
$22K ﹤0.01%
+279
586
$22K ﹤0.01%
598
+48
587
$21K ﹤0.01%
+560
588
$21K ﹤0.01%
8,755
589
$21K ﹤0.01%
600
590
$21K ﹤0.01%
1,520
591
$21K ﹤0.01%
217
592
$21K ﹤0.01%
950
593
$21K ﹤0.01%
285
594
$21K ﹤0.01%
+1,000
595
$21K ﹤0.01%
356
596
$21K ﹤0.01%
2,427
597
$20K ﹤0.01%
100
598
$20K ﹤0.01%
399
-106
599
$20K ﹤0.01%
1,133
+100
600
$20K ﹤0.01%
+900
22 23
24
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