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
651
$28K ﹤0.01%
737
+3
652
$27K ﹤0.01%
1,510
+248
653
$27K ﹤0.01%
1,004
+754
654
$27K ﹤0.01%
415
655
$27K ﹤0.01%
81
-119
656
$27K ﹤0.01%
658
-11
657
$26K ﹤0.01%
458
658
$26K ﹤0.01%
262
659
$26K ﹤0.01%
1,247
-1,140
660
$26K ﹤0.01%
201
661
$25K ﹤0.01%
1,000
662
$25K ﹤0.01%
230
-444
663
$25K ﹤0.01%
1,800
+918
664
$25K ﹤0.01%
410
665
$25K ﹤0.01%
332
666
$25K ﹤0.01%
505
-448
667
$24K ﹤0.01%
402
668
$24K ﹤0.01%
115
669
$24K ﹤0.01%
775
670
$24K ﹤0.01%
80
-41
671
$24K ﹤0.01%
600
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672
$24K ﹤0.01%
100
673
$24K ﹤0.01%
1,000
674
$24K ﹤0.01%
212
-69
675
$24K ﹤0.01%
50
25 26
27
28 29