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
401
$108K 0.01%
1,066
-80
402
$107K 0.01%
1,962
-350
403
$107K 0.01%
509
404
$107K 0.01%
6,524
405
$105K 0.01%
377
-4
406
$104K 0.01%
2,855
407
$103K 0.01%
3,078
+2,470
408
$103K 0.01%
2,371
-18
409
$103K 0.01%
6,450
410
$103K 0.01%
3,220
-505
411
$102K 0.01%
948
412
$101K 0.01%
2,145
413
$101K 0.01%
1,680
414
$99K 0.01%
2,580
+480
415
$98K 0.01%
1,098
+413
416
$98K 0.01%
939
-22
417
$97K 0.01%
1,030
418
$97K 0.01%
1,660
419
$97K 0.01%
944
420
$95K 0.01%
615
-31
421
$94K 0.01%
1,538
422
$93K 0.01%
1,424
-15
423
$92K 0.01%
3,600
+1,575
424
$91K 0.01%
1,845
+540
425
$91K 0.01%
5,344
15 16
17
18 19