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
826
$12K ﹤0.01%
+288
827
$12K ﹤0.01%
263
-187
828
$12K ﹤0.01%
438
+122
829
$12K ﹤0.01%
236
830
$11K ﹤0.01%
303
831
$11K ﹤0.01%
500
832
$11K ﹤0.01%
400
833
$11K ﹤0.01%
500
-1,040
834
$11K ﹤0.01%
305
835
$11K ﹤0.01%
20
836
$11K ﹤0.01%
236
-60
837
$11K ﹤0.01%
104
838
$11K ﹤0.01%
145
839
$11K ﹤0.01%
430
-200
840
$11K ﹤0.01%
300
841
$11K ﹤0.01%
+175
842
$11K ﹤0.01%
+75
843
$11K ﹤0.01%
1,400
+800
844
$11K ﹤0.01%
33
845
$11K ﹤0.01%
379
846
$11K ﹤0.01%
235
847
$10K ﹤0.01%
274
+73
848
$10K ﹤0.01%
349
+4
849
$10K ﹤0.01%
701
850
$10K ﹤0.01%
650
32 33
34
35 36