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
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%
79
681
$10K ﹤0.01%
140
682
$10K ﹤0.01%
130
683
$10K ﹤0.01%
86
684
$10K ﹤0.01%
350
685
$10K ﹤0.01%
200
-300
686
$10K ﹤0.01%
250
687
$10K ﹤0.01%
806
688
$10K ﹤0.01%
232
689
$10K ﹤0.01%
373
690
$10K ﹤0.01%
850
691
$9K ﹤0.01%
170
692
$9K ﹤0.01%
283
693
$9K ﹤0.01%
163
694
$9K ﹤0.01%
274
695
$9K ﹤0.01%
221
696
$9K ﹤0.01%
+120
697
$9K ﹤0.01%
132
698
$9K ﹤0.01%
59
699
$9K ﹤0.01%
150
700
$9K ﹤0.01%
440
26 27
28
29 30