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
826
$12K ﹤0.01%
94
+2
827
$12K ﹤0.01%
122
-150
828
$12K ﹤0.01%
105
829
$12K ﹤0.01%
700
830
$11K ﹤0.01%
500
831
$11K ﹤0.01%
400
832
$11K ﹤0.01%
500
-1,040
833
$11K ﹤0.01%
303
834
$11K ﹤0.01%
305
835
$11K ﹤0.01%
379
836
$11K ﹤0.01%
20
837
$11K ﹤0.01%
236
-60
838
$11K ﹤0.01%
104
839
$11K ﹤0.01%
145
840
$11K ﹤0.01%
430
-200
841
$11K ﹤0.01%
300
842
$11K ﹤0.01%
+175
843
$11K ﹤0.01%
+75
844
$11K ﹤0.01%
1,400
+800
845
$11K ﹤0.01%
33
846
$11K ﹤0.01%
235
847
$10K ﹤0.01%
670
848
$10K ﹤0.01%
156
849
$10K ﹤0.01%
255
850
$10K ﹤0.01%
274
+73
32 33
34
35 36