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
701
$9K ﹤0.01%
250
-2,000
702
$8K ﹤0.01%
483
703
$8K ﹤0.01%
401
704
$8K ﹤0.01%
100
705
$8K ﹤0.01%
160
706
$8K ﹤0.01%
158
707
$8K ﹤0.01%
230
708
$7K ﹤0.01%
263
709
$7K ﹤0.01%
65
710
$7K ﹤0.01%
+200
711
$7K ﹤0.01%
140
-40
712
$7K ﹤0.01%
83
-12
713
$7K ﹤0.01%
25
714
$7K ﹤0.01%
101
715
$7K ﹤0.01%
198
716
$7K ﹤0.01%
152
+1
717
$7K ﹤0.01%
175
-225
718
$7K ﹤0.01%
+400
719
$7K ﹤0.01%
203
720
$6K ﹤0.01%
+83
721
$6K ﹤0.01%
100
722
$6K ﹤0.01%
150
723
$6K ﹤0.01%
132
-300
724
$6K ﹤0.01%
389
+200
725
$6K ﹤0.01%
+300
27 28
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