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
976
$5K ﹤0.01%
300
977
$5K ﹤0.01%
176
978
$5K ﹤0.01%
30
979
$5K ﹤0.01%
106
980
$5K ﹤0.01%
60
-180
981
$5K ﹤0.01%
121
982
$5K ﹤0.01%
+115
983
$5K ﹤0.01%
116
984
$4K ﹤0.01%
50
985
$4K ﹤0.01%
13
986
$4K ﹤0.01%
49
987
$4K ﹤0.01%
26
988
$4K ﹤0.01%
+163
989
$4K ﹤0.01%
50
+15
990
$4K ﹤0.01%
+163
991
$4K ﹤0.01%
133
992
$4K ﹤0.01%
400
993
$4K ﹤0.01%
1,000
994
$4K ﹤0.01%
1
995
$4K ﹤0.01%
209
+113
996
$4K ﹤0.01%
108
997
$4K ﹤0.01%
+225
998
$4K ﹤0.01%
128
999
$4K ﹤0.01%
70
1000
$4K ﹤0.01%
217
38 39
40
41 42