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
751
$5K ﹤0.01%
181
752
$5K ﹤0.01%
172
753
$5K ﹤0.01%
+324
754
$5K ﹤0.01%
120
755
$5K ﹤0.01%
74
756
$5K ﹤0.01%
+309
757
$4K ﹤0.01%
175
758
$4K ﹤0.01%
110
759
$4K ﹤0.01%
200
760
$4K ﹤0.01%
76
761
$4K ﹤0.01%
85
-240
762
$4K ﹤0.01%
236
-330
763
$4K ﹤0.01%
103
764
$4K ﹤0.01%
+84
765
$4K ﹤0.01%
103
766
$4K ﹤0.01%
69
767
$4K ﹤0.01%
230
768
$4K ﹤0.01%
84
769
$4K ﹤0.01%
439
770
$4K ﹤0.01%
70
771
$3K ﹤0.01%
67
772
$3K ﹤0.01%
50
773
$3K ﹤0.01%
30
774
$3K ﹤0.01%
110
775
$3K ﹤0.01%
26
29 30
31
32 33