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
676
$11K ﹤0.01%
32
-100
677
$11K ﹤0.01%
148
678
$11K ﹤0.01%
394
679
$11K ﹤0.01%
150
680
$10K ﹤0.01%
140
681
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130
682
$10K ﹤0.01%
86
683
$10K ﹤0.01%
806
684
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232
685
$10K ﹤0.01%
373
686
$10K ﹤0.01%
850
687
$10K ﹤0.01%
79
688
$10K ﹤0.01%
350
689
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200
-300
690
$10K ﹤0.01%
250
691
$9K ﹤0.01%
132
692
$9K ﹤0.01%
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693
$9K ﹤0.01%
283
694
$9K ﹤0.01%
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695
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696
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221
697
$9K ﹤0.01%
+120
698
$9K ﹤0.01%
59
699
$9K ﹤0.01%
150
700
$9K ﹤0.01%
440
26 27
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29 30