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%
124
+18
952
$6K ﹤0.01%
245
953
$6K ﹤0.01%
+112
954
$5K ﹤0.01%
+100
955
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144
-2,240
956
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239
957
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65
958
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400
959
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100
-150
960
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560
961
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+259
962
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112
963
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246
+5
964
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150
965
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200
966
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80
967
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968
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255
+1
969
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+220
970
$5K ﹤0.01%
200
+54
971
$5K ﹤0.01%
176
972
$5K ﹤0.01%
106
973
$5K ﹤0.01%
60
-180
974
$5K ﹤0.01%
121
975
$5K ﹤0.01%
+115
37 38
39
40 41