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
1001
$4K ﹤0.01%
134
1002
$4K ﹤0.01%
92
1003
$4K ﹤0.01%
100
1004
$4K ﹤0.01%
439
1005
$3K ﹤0.01%
170
-1,117
1006
$3K ﹤0.01%
76
1007
$3K ﹤0.01%
+14
1008
$3K ﹤0.01%
54
1009
$3K ﹤0.01%
3
1010
$3K ﹤0.01%
700
1011
$3K ﹤0.01%
100
1012
$3K ﹤0.01%
23
-1,016
1013
$3K ﹤0.01%
100
1014
$3K ﹤0.01%
183
1015
$3K ﹤0.01%
21
1016
$3K ﹤0.01%
43
1017
$3K ﹤0.01%
100
1018
$3K ﹤0.01%
12
1019
$3K ﹤0.01%
36
1020
$3K ﹤0.01%
36
1021
$3K ﹤0.01%
121
+3
1022
$3K ﹤0.01%
225
1023
$3K ﹤0.01%
11
1024
$3K ﹤0.01%
43
1025
$3K ﹤0.01%
500
39 40
41
42 43