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
626
$15K ﹤0.01%
58
627
$15K ﹤0.01%
120
628
$15K ﹤0.01%
48
-3
629
$15K ﹤0.01%
850
-120
630
$15K ﹤0.01%
930
631
$15K ﹤0.01%
156
632
$15K ﹤0.01%
350
-550
633
$15K ﹤0.01%
+154
634
$15K ﹤0.01%
+120
635
$14K ﹤0.01%
250
636
$14K ﹤0.01%
178
637
$14K ﹤0.01%
200
638
$14K ﹤0.01%
426
639
$14K ﹤0.01%
430
640
$14K ﹤0.01%
445
641
$14K ﹤0.01%
280
-60
642
$14K ﹤0.01%
+650
643
$14K ﹤0.01%
641
644
$13K ﹤0.01%
400
645
$13K ﹤0.01%
500
646
$13K ﹤0.01%
66
-44
647
$13K ﹤0.01%
173
-650
648
$13K ﹤0.01%
2,000
649
$13K ﹤0.01%
130
-366
650
$13K ﹤0.01%
420
24 25
26
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