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
426
$96K ﹤0.01%
1,212
+247
427
$96K ﹤0.01%
2,145
428
$96K ﹤0.01%
945
429
$95K ﹤0.01%
3,500
-200
430
$92K ﹤0.01%
138
-24
431
$92K ﹤0.01%
1,700
-110
432
$90K ﹤0.01%
1,439
433
$90K ﹤0.01%
765
-159
434
$89K ﹤0.01%
1,899
435
$88K ﹤0.01%
1,223
436
$87K ﹤0.01%
1,660
437
$87K ﹤0.01%
213
438
$87K ﹤0.01%
520
439
$87K ﹤0.01%
543
+29
440
$87K ﹤0.01%
2,877
441
$86K ﹤0.01%
646
442
$86K ﹤0.01%
2,540
+1,112
443
$86K ﹤0.01%
1,305
-370
444
$85K ﹤0.01%
6,141
445
$84K ﹤0.01%
150
446
$84K ﹤0.01%
775
+387
447
$84K ﹤0.01%
+1,000
448
$84K ﹤0.01%
930
449
$83K ﹤0.01%
1,196
450
$83K ﹤0.01%
1,780
-200
16 17
18
19 20