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
$1.58B
AUM Growth
-$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$4.34M
3
+$3.16M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$2.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.25M

Top Sells

1
+$2.35M
2
+$1.41M
3
+$1.37M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.35M
5
IONQ icon
IonQ
IONQ
+$1.15M

Sector Composition

1 Technology 14.69%
2 Healthcare 10.49%
3 Financials 8.89%
4 Consumer Discretionary 6.8%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$205K 0.01%
5,075
327
$202K 0.01%
4,504
-3,393
328
$200K 0.01%
3,247
-199
329
$198K 0.01%
16,000
330
$192K 0.01%
2,504
-140
331
$186K 0.01%
+1,327
332
$186K 0.01%
17,500
333
$182K 0.01%
3,808
+537
334
$180K 0.01%
466
335
$180K 0.01%
9,470
+2
336
$173K 0.01%
12,302
+504
337
$172K 0.01%
3,868
338
$167K 0.01%
1,843
339
$166K 0.01%
1,673
+9
340
$165K 0.01%
1,358
341
$163K 0.01%
13,594
342
$162K 0.01%
6,811
343
$162K 0.01%
1,063
344
$161K 0.01%
5,623
+23
345
$161K 0.01%
2,364
346
$161K 0.01%
977
+50
347
$160K 0.01%
2,026
348
$158K 0.01%
7,381
+5,637
349
$157K 0.01%
1,575
350
$156K 0.01%
+8,150
12 13
14
15 16