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
126
$2.41M 0.21%
31,784
-3,581
127
$2.39M 0.21%
17,811
+604
128
$2.38M 0.21%
29,224
-1,355
129
$2.38M 0.21%
35,258
-2,678
130
$2.34M 0.21%
32,652
-830
131
$2.33M 0.21%
23,434
-2,999
132
$2.33M 0.21%
55,750
+544
133
$2.31M 0.2%
142,413
-1,656
134
$2.28M 0.2%
21,104
+1,521
135
$2.17M 0.19%
20,735
+545
136
$2.16M 0.19%
100,408
-2,456
137
$2.14M 0.19%
9,378
+1,128
138
$2.12M 0.19%
40,432
-6,302
139
$2.1M 0.19%
20,933
+7,489
140
$2.09M 0.19%
36,299
-4,767
141
$2.09M 0.19%
79,254
-1,470
142
$2.05M 0.18%
35,412
+5,203
143
$2.04M 0.18%
982
+82
144
$1.95M 0.17%
24,284
+854
145
$1.93M 0.17%
14,242
-322
146
$1.92M 0.17%
80,256
-4,451
147
$1.9M 0.17%
31,734
-2,095
148
$1.88M 0.17%
30,560
-8,838
149
$1.84M 0.16%
28,545
+4,244
150
$1.7M 0.15%
11,018
+7,617
4 5
6
7 8