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
951
$6K ﹤0.01%
+112
952
$6K ﹤0.01%
500
+150
953
$6K ﹤0.01%
176
954
$5K ﹤0.01%
+100
955
$5K ﹤0.01%
144
-2,240
956
$5K ﹤0.01%
+137
957
$5K ﹤0.01%
175
958
$5K ﹤0.01%
28
959
$5K ﹤0.01%
239
960
$5K ﹤0.01%
65
961
$5K ﹤0.01%
400
962
$5K ﹤0.01%
100
-150
963
$5K ﹤0.01%
560
964
$5K ﹤0.01%
+259
965
$5K ﹤0.01%
112
966
$5K ﹤0.01%
246
+5
967
$5K ﹤0.01%
150
968
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200
969
$5K ﹤0.01%
80
970
$5K ﹤0.01%
+68
971
$5K ﹤0.01%
27
972
$5K ﹤0.01%
105
973
$5K ﹤0.01%
255
+1
974
$5K ﹤0.01%
+220
975
$5K ﹤0.01%
200
+54
37 38
39
40 41