SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$8.22M
2
+$4.04M
3
+$3.78M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$3.17M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.77M

Top Sells

1
+$1.47M
2
+$1.3M
3
+$1.12M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$877K
5
BN icon
Brookfield
BN
+$853K

Sector Composition

1 Technology 11.65%
2 Healthcare 10.72%
3 Financials 9.39%
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%
168
653
$13K ﹤0.01%
28
654
$13K ﹤0.01%
192
655
$13K ﹤0.01%
236
-259
656
$12K ﹤0.01%
129
657
$12K ﹤0.01%
225
658
$12K ﹤0.01%
83
659
$12K ﹤0.01%
385
-1,085
660
$12K ﹤0.01%
200
661
$12K ﹤0.01%
100
662
$12K ﹤0.01%
200
663
$12K ﹤0.01%
703
-793
664
$12K ﹤0.01%
100
665
$12K ﹤0.01%
110
666
$12K ﹤0.01%
1,000
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