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
451
$82K ﹤0.01%
689
452
$82K ﹤0.01%
6,524
453
$81K ﹤0.01%
1,609
+152
454
$81K ﹤0.01%
509
455
$81K ﹤0.01%
671
-166
456
$80K ﹤0.01%
358
-20
457
$80K ﹤0.01%
830
458
$79K ﹤0.01%
500
459
$79K ﹤0.01%
180
460
$79K ﹤0.01%
498
461
$78K ﹤0.01%
569
462
$75K ﹤0.01%
2,457
463
$75K ﹤0.01%
685
+58
464
$75K ﹤0.01%
294
465
$75K ﹤0.01%
1,585
+760
466
$75K ﹤0.01%
450
-100
467
$74K ﹤0.01%
939
-30
468
$74K ﹤0.01%
99
-20
469
$74K ﹤0.01%
3,910
-499
470
$73K ﹤0.01%
400
471
$73K ﹤0.01%
412
-87
472
$72K ﹤0.01%
1,010
473
$72K ﹤0.01%
+3,275
474
$72K ﹤0.01%
737
+184
475
$72K ﹤0.01%
4,000
17 18
19
20 21