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
851
$10K ﹤0.01%
349
+4
852
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701
853
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650
854
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50
855
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121
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856
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50
857
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858
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859
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860
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100
861
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23
-21
862
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175
-1,000
863
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153
+1
864
$9K ﹤0.01%
175
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865
$9K ﹤0.01%
1,900
866
$9K ﹤0.01%
708
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867
$9K ﹤0.01%
417
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868
$9K ﹤0.01%
65
869
$9K ﹤0.01%
55
870
$9K ﹤0.01%
+187
871
$9K ﹤0.01%
83
872
$9K ﹤0.01%
225
+200
873
$9K ﹤0.01%
234
874
$9K ﹤0.01%
281
875
$9K ﹤0.01%
73
33 34
35
36 37