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
901
$8K ﹤0.01%
255
902
$8K ﹤0.01%
18
-75
903
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150
904
$8K ﹤0.01%
682
+51
905
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125
906
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1
907
$8K ﹤0.01%
2,000
908
$7K ﹤0.01%
+202
909
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130
+2
910
$7K ﹤0.01%
437
911
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238
+20
912
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35
913
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931
914
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75
915
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378
916
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130
917
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65
918
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112
919
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+226
920
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100
921
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161
922
$7K ﹤0.01%
123
923
$7K ﹤0.01%
179
+49
924
$7K ﹤0.01%
53
-265
925
$7K ﹤0.01%
+15
35 36
37
38 39