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
676
$24K ﹤0.01%
219
+109
677
$24K ﹤0.01%
+454
678
$24K ﹤0.01%
216
679
$24K ﹤0.01%
400
680
$24K ﹤0.01%
340
681
$24K ﹤0.01%
300
682
$23K ﹤0.01%
284
683
$23K ﹤0.01%
603
+405
684
$23K ﹤0.01%
400
-275
685
$23K ﹤0.01%
630
686
$23K ﹤0.01%
1,500
687
$23K ﹤0.01%
625
-5,330
688
$23K ﹤0.01%
118
+10
689
$23K ﹤0.01%
1,253
690
$22K ﹤0.01%
295
691
$22K ﹤0.01%
475
692
$22K ﹤0.01%
400
-200
693
$22K ﹤0.01%
445
694
$22K ﹤0.01%
2,096
695
$22K ﹤0.01%
121
696
$22K ﹤0.01%
2,506
697
$21K ﹤0.01%
600
698
$21K ﹤0.01%
375
699
$21K ﹤0.01%
358
700
$21K ﹤0.01%
336
26 27
28
29 30