SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$8.03M
2
+$4.25M
3
+$2.13M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.08M
5
NVDA icon
NVIDIA
NVDA
+$1.69M

Top Sells

1
+$9.15M
2
+$8.43M
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 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$17K ﹤0.01%
769
-543
752
$16K ﹤0.01%
2,272
+26
753
$16K ﹤0.01%
+150
754
$16K ﹤0.01%
650
+5
755
$16K ﹤0.01%
35
756
$16K ﹤0.01%
65
+14
757
$16K ﹤0.01%
284
+1
758
$16K ﹤0.01%
2,995
759
$16K ﹤0.01%
1,559
760
$16K ﹤0.01%
146
761
$16K ﹤0.01%
876
+492
762
$16K ﹤0.01%
200
-100
763
$16K ﹤0.01%
313
-4,375
764
$16K ﹤0.01%
533
+33
765
$16K ﹤0.01%
225
766
$16K ﹤0.01%
117
767
$16K ﹤0.01%
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768
$16K ﹤0.01%
214
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769
$15K ﹤0.01%
251
770
$15K ﹤0.01%
310
771
$15K ﹤0.01%
513
+138
772
$15K ﹤0.01%
453
+122
773
$15K ﹤0.01%
263
774
$15K ﹤0.01%
+279
775
$15K ﹤0.01%
216
29 30
31
32 33