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
601
$37K ﹤0.01%
325
-100
602
$37K ﹤0.01%
777
603
$37K ﹤0.01%
2,392
604
$37K ﹤0.01%
7,066
+3,067
605
$37K ﹤0.01%
4,046
+5
606
$37K ﹤0.01%
1,000
607
$36K ﹤0.01%
393
608
$36K ﹤0.01%
234
+21
609
$36K ﹤0.01%
406
610
$36K ﹤0.01%
225
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611
$36K ﹤0.01%
550
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612
$36K ﹤0.01%
537
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613
$36K ﹤0.01%
1,265
614
$36K ﹤0.01%
1,010
615
$35K ﹤0.01%
460
616
$35K ﹤0.01%
413
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617
$34K ﹤0.01%
498
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618
$34K ﹤0.01%
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619
$34K ﹤0.01%
738
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620
$34K ﹤0.01%
300
621
$33K ﹤0.01%
375
622
$33K ﹤0.01%
216
623
$33K ﹤0.01%
945
+239
624
$33K ﹤0.01%
398
625
$33K ﹤0.01%
698
23 24
25
26 27