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
551
$48K ﹤0.01%
508
+28
552
$47K ﹤0.01%
587
+502
553
$47K ﹤0.01%
1,300
+1,200
554
$47K ﹤0.01%
278
-180
555
$47K ﹤0.01%
210
+40
556
$46K ﹤0.01%
855
+2
557
$46K ﹤0.01%
309
558
$46K ﹤0.01%
2,400
559
$46K ﹤0.01%
2,000
560
$45K ﹤0.01%
725
561
$45K ﹤0.01%
2,500
+500
562
$45K ﹤0.01%
1,068
563
$45K ﹤0.01%
450
564
$44K ﹤0.01%
450
-75
565
$44K ﹤0.01%
200
566
$44K ﹤0.01%
446
567
$43K ﹤0.01%
475
+68
568
$43K ﹤0.01%
404
+92
569
$43K ﹤0.01%
1,636
570
$43K ﹤0.01%
2,031
-100
571
$43K ﹤0.01%
1,038
572
$43K ﹤0.01%
62
573
$42K ﹤0.01%
649
574
$42K ﹤0.01%
750
-250
575
$41K ﹤0.01%
75
+6
21 22
23
24 25