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
751
$17K ﹤0.01%
769
-543
752
$16K ﹤0.01%
225
753
$16K ﹤0.01%
117
754
$16K ﹤0.01%
98
-100
755
$16K ﹤0.01%
2,272
+26
756
$16K ﹤0.01%
+150
757
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214
-51
758
$16K ﹤0.01%
650
+5
759
$16K ﹤0.01%
35
760
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65
+14
761
$16K ﹤0.01%
284
+1
762
$16K ﹤0.01%
2,995
763
$16K ﹤0.01%
1,559
764
$16K ﹤0.01%
146
765
$16K ﹤0.01%
876
+492
766
$16K ﹤0.01%
200
-100
767
$16K ﹤0.01%
313
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768
$16K ﹤0.01%
533
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769
$15K ﹤0.01%
500
770
$15K ﹤0.01%
60
+30
771
$15K ﹤0.01%
600
+300
772
$15K ﹤0.01%
251
773
$15K ﹤0.01%
310
774
$15K ﹤0.01%
513
+138
775
$15K ﹤0.01%
453
+122
29 30
31
32 33