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
426
$91K 0.01%
7,300
427
$91K 0.01%
1,288
-50
428
$89K 0.01%
2,150
429
$88K 0.01%
1,304
430
$88K 0.01%
937
431
$88K 0.01%
2,877
432
$87K 0.01%
759
+648
433
$86K 0.01%
607
-75
434
$85K 0.01%
1,034
435
$85K 0.01%
460
-100
436
$85K 0.01%
435
437
$84K 0.01%
881
+1
438
$84K 0.01%
485
439
$83K 0.01%
500
440
$83K 0.01%
2,898
-530
441
$83K 0.01%
945
442
$82K 0.01%
893
443
$79K 0.01%
3,066
+148
444
$78K ﹤0.01%
2,093
445
$77K ﹤0.01%
631
-15
446
$76K ﹤0.01%
2,200
447
$76K ﹤0.01%
6,141
448
$75K ﹤0.01%
2,427
+14
449
$74K ﹤0.01%
307
450
$74K ﹤0.01%
2,297
16 17
18
19 20