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
801
$2K ﹤0.01%
+94
802
$2K ﹤0.01%
381
803
$2K ﹤0.01%
60
804
$1K ﹤0.01%
23
805
$1K ﹤0.01%
+11
806
$1K ﹤0.01%
60
-3,440
807
$1K ﹤0.01%
126
808
$1K ﹤0.01%
+10
809
$1K ﹤0.01%
28
810
$1K ﹤0.01%
+6
811
$1K ﹤0.01%
+15
812
$1K ﹤0.01%
+128
813
$1K ﹤0.01%
9
814
$1K ﹤0.01%
92
815
$1K ﹤0.01%
8
816
$1K ﹤0.01%
9
817
$1K ﹤0.01%
15
818
$1K ﹤0.01%
24
819
$1K ﹤0.01%
54
-800
820
$1K ﹤0.01%
32
821
$1K ﹤0.01%
132
822
$1K ﹤0.01%
25
823
$1K ﹤0.01%
16
824
– –
-200
825
– –
-1,639
31 32
33
34 35