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
476
$70K ﹤0.01%
1,737
+588
477
$69K ﹤0.01%
160
-10
478
$69K ﹤0.01%
905
479
$69K ﹤0.01%
582
+147
480
$69K ﹤0.01%
960
481
$69K ﹤0.01%
4,000
-2,395
482
$68K ﹤0.01%
2,610
+500
483
$68K ﹤0.01%
857
484
$68K ﹤0.01%
275
-54
485
$67K ﹤0.01%
621
-521
486
$67K ﹤0.01%
+1,190
487
$67K ﹤0.01%
5,001
488
$67K ﹤0.01%
808
-31
489
$66K ﹤0.01%
472
-40
490
$66K ﹤0.01%
700
-250
491
$66K ﹤0.01%
1,688
492
$66K ﹤0.01%
554
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493
$66K ﹤0.01%
234
+20
494
$66K ﹤0.01%
410
+1
495
$65K ﹤0.01%
675
496
$65K ﹤0.01%
309
497
$65K ﹤0.01%
437
-30
498
$64K ﹤0.01%
534
-20
499
$64K ﹤0.01%
504
-28
500
$64K ﹤0.01%
609
+1
18 19
20
21 22