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
601
$19K ﹤0.01%
3,437
602
$19K ﹤0.01%
1,200
603
$19K ﹤0.01%
72
604
$19K ﹤0.01%
+1,000
605
$19K ﹤0.01%
503
+3
606
$19K ﹤0.01%
550
-288
607
$18K ﹤0.01%
+445
608
$18K ﹤0.01%
204
609
$18K ﹤0.01%
198
+43
610
$18K ﹤0.01%
149
611
$18K ﹤0.01%
800
612
$17K ﹤0.01%
710
613
$17K ﹤0.01%
334
614
$17K ﹤0.01%
216
615
$17K ﹤0.01%
500
616
$17K ﹤0.01%
2,773
+907
617
$17K ﹤0.01%
100
618
$17K ﹤0.01%
1,751
-1,892
619
$16K ﹤0.01%
176
620
$16K ﹤0.01%
222
621
$16K ﹤0.01%
713
622
$16K ﹤0.01%
276
623
$16K ﹤0.01%
532
624
$16K ﹤0.01%
1,000
625
$16K ﹤0.01%
1,010
23 24
25
26 27