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
876
$9K ﹤0.01%
336
+67
877
$9K ﹤0.01%
140
878
$9K ﹤0.01%
3,500
879
$9K ﹤0.01%
870
880
$9K ﹤0.01%
325
+300
881
$9K ﹤0.01%
256
882
$9K ﹤0.01%
400
+100
883
$9K ﹤0.01%
1,900
884
$9K ﹤0.01%
+187
885
$9K ﹤0.01%
219
886
$9K ﹤0.01%
60
887
$9K ﹤0.01%
199
888
$9K ﹤0.01%
55
889
$9K ﹤0.01%
83
890
$8K ﹤0.01%
258
-80
891
$8K ﹤0.01%
+60
892
$8K ﹤0.01%
+50
893
$8K ﹤0.01%
105
-163
894
$8K ﹤0.01%
76
895
$8K ﹤0.01%
40
896
$8K ﹤0.01%
125
897
$8K ﹤0.01%
505
898
$8K ﹤0.01%
114
899
$8K ﹤0.01%
255
900
$8K ﹤0.01%
18
-75
34 35
36
37 38