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
$1.97B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$4.28M
3
+$2.13M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M
5
NVDA icon
NVIDIA
NVDA
+$1.84M

Top Sells

1
+$9.95M
2
+$7.69M
3
+$5.07M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$4.57M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$2.1M

Sector Composition

1 Technology 16.63%
2 Healthcare 10.1%
3 Financials 9.65%
4 Consumer Discretionary 7.02%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$164K 0.01%
2,419
-475
352
$161K 0.01%
2,297
-300
353
$161K 0.01%
1,839
-61
354
$161K 0.01%
6,814
-1,610
355
$159K 0.01%
744
356
$159K 0.01%
6,097
-6,345
357
$159K 0.01%
1,170
+293
358
$158K 0.01%
1,575
359
$158K 0.01%
6,905
+50
360
$158K 0.01%
1,843
361
$157K 0.01%
1,433
362
$157K 0.01%
2,378
+351
363
$155K 0.01%
770
364
$153K 0.01%
610
365
$153K 0.01%
2,192
+5
366
$153K 0.01%
+1,940
367
$152K 0.01%
2,250
-830
368
$151K 0.01%
1,338
-102
369
$151K 0.01%
15,761
370
$150K 0.01%
7,132
+123
371
$149K 0.01%
1,124
-59
372
$148K 0.01%
4,653
373
$146K 0.01%
558
374
$146K 0.01%
1,108
-103
375
$145K 0.01%
1,157
+11
13 14
15
16 17