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
1026
$3K ﹤0.01%
10
1027
$3K ﹤0.01%
41
+16
1028
$3K ﹤0.01%
85
+24
1029
$3K ﹤0.01%
300
+200
1030
$3K ﹤0.01%
43
1031
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23
1032
$3K ﹤0.01%
300
1033
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100
1034
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54
1035
$3K ﹤0.01%
94
1036
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32
-34
1037
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8
1038
$3K ﹤0.01%
35
1039
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108
1040
$3K ﹤0.01%
36
-150
1041
$3K ﹤0.01%
100
1042
$3K ﹤0.01%
700
+200
1043
$3K ﹤0.01%
89
-61
1044
$3K ﹤0.01%
39
1045
$3K ﹤0.01%
86
1046
$2K ﹤0.01%
123
1047
$2K ﹤0.01%
+144
1048
$2K ﹤0.01%
17
-146
1049
$2K ﹤0.01%
73
1050
$2K ﹤0.01%
34
40 41
42
43 44