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
726
$19K ﹤0.01%
400
727
$19K ﹤0.01%
185
728
$19K ﹤0.01%
1,200
-179
729
$18K ﹤0.01%
400
730
$18K ﹤0.01%
202
731
$18K ﹤0.01%
975
732
$18K ﹤0.01%
200
733
$18K ﹤0.01%
175
734
$18K ﹤0.01%
4,000
735
$18K ﹤0.01%
+630
736
$18K ﹤0.01%
15
-79
737
$18K ﹤0.01%
437
-900
738
$18K ﹤0.01%
687
+36
739
$18K ﹤0.01%
75
740
$18K ﹤0.01%
132
741
$18K ﹤0.01%
149
-501
742
$18K ﹤0.01%
361
+28
743
$18K ﹤0.01%
2,000
744
$17K ﹤0.01%
1,000
745
$17K ﹤0.01%
103
+32
746
$17K ﹤0.01%
600
747
$17K ﹤0.01%
503
-1,353
748
$17K ﹤0.01%
100
749
$17K ﹤0.01%
+350
750
$17K ﹤0.01%
600
28 29
30
31 32