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
776
$3K ﹤0.01%
170
-331
777
$3K ﹤0.01%
29
-42
778
$3K ﹤0.01%
208
779
$3K ﹤0.01%
200
780
$3K ﹤0.01%
61
781
$3K ﹤0.01%
+33
782
$3K ﹤0.01%
58
783
$3K ﹤0.01%
3
784
$3K ﹤0.01%
48
785
$3K ﹤0.01%
1,103
786
$3K ﹤0.01%
159
787
$2K ﹤0.01%
50
788
$2K ﹤0.01%
280
789
$2K ﹤0.01%
100
790
$2K ﹤0.01%
+43
791
$2K ﹤0.01%
+174
792
$2K ﹤0.01%
130
793
$2K ﹤0.01%
+100
794
$2K ﹤0.01%
100
795
$2K ﹤0.01%
46
796
$2K ﹤0.01%
426
797
$2K ﹤0.01%
60
798
$2K ﹤0.01%
74
799
$2K ﹤0.01%
147
800
$2K ﹤0.01%
400
30 31
32
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