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
651
$13K ﹤0.01%
195
652
$13K ﹤0.01%
192
653
$13K ﹤0.01%
236
-259
654
$13K ﹤0.01%
168
655
$13K ﹤0.01%
28
656
$12K ﹤0.01%
225
657
$12K ﹤0.01%
83
658
$12K ﹤0.01%
129
659
$12K ﹤0.01%
385
-1,085
660
$12K ﹤0.01%
703
-793
661
$12K ﹤0.01%
200
662
$12K ﹤0.01%
100
663
$12K ﹤0.01%
110
664
$12K ﹤0.01%
1,000
665
$12K ﹤0.01%
100
666
$12K ﹤0.01%
200
667
$11K ﹤0.01%
172
-500
668
$11K ﹤0.01%
260
669
$11K ﹤0.01%
701
670
$11K ﹤0.01%
92
671
$11K ﹤0.01%
222
672
$11K ﹤0.01%
255
673
$11K ﹤0.01%
30
-30
674
$11K ﹤0.01%
2,080
675
$11K ﹤0.01%
180
25 26
27
28 29