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
1076
$2K ﹤0.01%
49
1077
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100
1078
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13
1079
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300
1080
$1K ﹤0.01%
+27
1081
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+100
1082
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250
1083
$1K ﹤0.01%
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1084
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1
1085
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+36
1086
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47
+7
1087
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1088
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27
1089
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+38
1090
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40
1091
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1092
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20
1093
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1094
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20
1095
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+25
1096
$1K ﹤0.01%
278
1097
$1K ﹤0.01%
+27
1098
$1K ﹤0.01%
20
1099
$1K ﹤0.01%
295
1100
$1K ﹤0.01%
20
42 43
44
45 46