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
801
$13K ﹤0.01%
+117
802
$13K ﹤0.01%
72
+19
803
$13K ﹤0.01%
4,672
+59
804
$13K ﹤0.01%
175
805
$13K ﹤0.01%
857
-221
806
$13K ﹤0.01%
400
807
$13K ﹤0.01%
559
808
$13K ﹤0.01%
33
809
$13K ﹤0.01%
440
+368
810
$13K ﹤0.01%
380
811
$13K ﹤0.01%
198
812
$13K ﹤0.01%
1,046
+22
813
$12K ﹤0.01%
+288
814
$12K ﹤0.01%
263
-187
815
$12K ﹤0.01%
438
+122
816
$12K ﹤0.01%
+202
817
$12K ﹤0.01%
+124
818
$12K ﹤0.01%
320
819
$12K ﹤0.01%
562
820
$12K ﹤0.01%
236
821
$12K ﹤0.01%
400
822
$12K ﹤0.01%
407
+207
823
$12K ﹤0.01%
62
824
$12K ﹤0.01%
36
825
$12K ﹤0.01%
188
31 32
33
34 35