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
701
$21K ﹤0.01%
1,275
-675
702
$21K ﹤0.01%
175
703
$21K ﹤0.01%
220
704
$20K ﹤0.01%
+505
705
$20K ﹤0.01%
67
+30
706
$20K ﹤0.01%
10
+4
707
$20K ﹤0.01%
200
708
$20K ﹤0.01%
150
709
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161
710
$20K ﹤0.01%
+150
711
$20K ﹤0.01%
259
712
$20K ﹤0.01%
1,000
-154
713
$20K ﹤0.01%
246
714
$20K ﹤0.01%
136
+10
715
$20K ﹤0.01%
225
716
$19K ﹤0.01%
113
717
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77
718
$19K ﹤0.01%
125
719
$19K ﹤0.01%
410
720
$19K ﹤0.01%
960
+234
721
$19K ﹤0.01%
1,000
722
$19K ﹤0.01%
58
+23
723
$19K ﹤0.01%
164
-165
724
$19K ﹤0.01%
60
-10
725
$19K ﹤0.01%
389
27 28
29
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