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
776
$15K ﹤0.01%
263
777
$15K ﹤0.01%
+279
778
$15K ﹤0.01%
216
779
$15K ﹤0.01%
185
780
$15K ﹤0.01%
120
781
$15K ﹤0.01%
129
782
$14K ﹤0.01%
152
783
$14K ﹤0.01%
100
784
$14K ﹤0.01%
100
-16
785
$14K ﹤0.01%
345
786
$14K ﹤0.01%
560
-300
787
$14K ﹤0.01%
+100
788
$14K ﹤0.01%
201
789
$14K ﹤0.01%
27
+21
790
$14K ﹤0.01%
321
791
$14K ﹤0.01%
164
792
$14K ﹤0.01%
530
-425
793
$14K ﹤0.01%
200
+83
794
$14K ﹤0.01%
2,000
+1,455
795
$14K ﹤0.01%
242
796
$14K ﹤0.01%
+400
797
$14K ﹤0.01%
127
-1,525
798
$14K ﹤0.01%
238
799
$13K ﹤0.01%
850
-1,450
800
$13K ﹤0.01%
529
+3
30 31
32
33 34