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
626
$32K ﹤0.01%
6,274
-2,091
627
$32K ﹤0.01%
651
628
$32K ﹤0.01%
1,000
629
$32K ﹤0.01%
190
630
$32K ﹤0.01%
2,500
631
$32K ﹤0.01%
1,500
-344
632
$32K ﹤0.01%
2,000
-750
633
$31K ﹤0.01%
210
-100
634
$31K ﹤0.01%
179
635
$31K ﹤0.01%
1,200
636
$31K ﹤0.01%
2,000
637
$31K ﹤0.01%
343
+243
638
$31K ﹤0.01%
1,758
+979
639
$31K ﹤0.01%
400
640
$31K ﹤0.01%
200
641
$31K ﹤0.01%
1,540
642
$31K ﹤0.01%
1,438
643
$30K ﹤0.01%
494
644
$29K ﹤0.01%
1,000
645
$29K ﹤0.01%
554
+3
646
$29K ﹤0.01%
+1,025
647
$29K ﹤0.01%
803
+200
648
$28K ﹤0.01%
229
-16
649
$28K ﹤0.01%
940
650
$28K ﹤0.01%
685
24 25
26
27 28