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
726
$6K ﹤0.01%
103
727
$6K ﹤0.01%
45
-175
728
$6K ﹤0.01%
250
729
$6K ﹤0.01%
200
-300
730
$6K ﹤0.01%
410
731
$6K ﹤0.01%
86
732
$6K ﹤0.01%
+55
733
$6K ﹤0.01%
58
734
$6K ﹤0.01%
86
735
$6K ﹤0.01%
208
736
$6K ﹤0.01%
230
737
$6K ﹤0.01%
295
738
$6K ﹤0.01%
187
739
$6K ﹤0.01%
160
740
$5K ﹤0.01%
58
741
$5K ﹤0.01%
141
742
$5K ﹤0.01%
+130
743
$5K ﹤0.01%
100
744
$5K ﹤0.01%
89
-375
745
$5K ﹤0.01%
105
746
$5K ﹤0.01%
261
747
$5K ﹤0.01%
37
748
$5K ﹤0.01%
107
749
$5K ﹤0.01%
300
-172
750
$5K ﹤0.01%
+29
28 29
30
31 32