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
501
$63K ﹤0.01%
572
502
$63K ﹤0.01%
5,000
503
$63K ﹤0.01%
901
504
$62K ﹤0.01%
1,430
-140
505
$62K ﹤0.01%
1,182
+1
506
$61K ﹤0.01%
534
507
$60K ﹤0.01%
779
+1
508
$60K ﹤0.01%
180
-8
509
$60K ﹤0.01%
2,348
-152
510
$59K ﹤0.01%
1,500
511
$58K ﹤0.01%
1,030
-75
512
$58K ﹤0.01%
531
513
$58K ﹤0.01%
2,350
514
$58K ﹤0.01%
1,250
+733
515
$57K ﹤0.01%
330
-20
516
$57K ﹤0.01%
1,200
517
$57K ﹤0.01%
1,465
518
$57K ﹤0.01%
5,000
519
$57K ﹤0.01%
650
+575
520
$57K ﹤0.01%
2,025
521
$57K ﹤0.01%
245
522
$56K ﹤0.01%
2,900
523
$56K ﹤0.01%
4,000
524
$56K ﹤0.01%
551
-595
525
$56K ﹤0.01%
500
19 20
21
22 23