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
726
$6K ﹤0.01%
410
727
$6K ﹤0.01%
86
728
$6K ﹤0.01%
58
729
$6K ﹤0.01%
86
730
$6K ﹤0.01%
208
731
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230
732
$6K ﹤0.01%
295
733
$6K ﹤0.01%
187
734
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160
735
$6K ﹤0.01%
+83
736
$6K ﹤0.01%
100
737
$6K ﹤0.01%
150
738
$6K ﹤0.01%
200
-300
739
$6K ﹤0.01%
+55
740
$5K ﹤0.01%
107
741
$5K ﹤0.01%
300
-172
742
$5K ﹤0.01%
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743
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141
744
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+130
745
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100
746
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89
-375
747
$5K ﹤0.01%
105
748
$5K ﹤0.01%
261
749
$5K ﹤0.01%
37
750
$5K ﹤0.01%
+29
28 29
30
31 32