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
951
$6K ﹤0.01%
+200
952
$6K ﹤0.01%
+189
953
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176
954
$5K ﹤0.01%
+137
955
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175
956
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28
957
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27
958
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105
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300
960
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30
961
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+100
962
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144
-2,240
963
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964
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65
965
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400
966
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100
-150
967
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968
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+259
969
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112
970
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246
+5
971
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150
972
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200
973
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80
974
$5K ﹤0.01%
+68
975
$5K ﹤0.01%
255
+1
37 38
39
40 41