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
551
$39K ﹤0.01%
404
552
$38K ﹤0.01%
980
+627
553
$38K ﹤0.01%
24,000
554
$38K ﹤0.01%
330
555
$38K ﹤0.01%
1,109
-559
556
$37K ﹤0.01%
355
557
$37K ﹤0.01%
2,400
-500
558
$37K ﹤0.01%
1,150
559
$37K ﹤0.01%
200
560
$36K ﹤0.01%
894
+18
561
$36K ﹤0.01%
2,350
562
$36K ﹤0.01%
225
563
$36K ﹤0.01%
744
+44
564
$36K ﹤0.01%
472
565
$36K ﹤0.01%
4,027
-25
566
$35K ﹤0.01%
1,806
567
$35K ﹤0.01%
113
568
$35K ﹤0.01%
160
569
$35K ﹤0.01%
380
570
$35K ﹤0.01%
145
-58
571
$35K ﹤0.01%
1,920
572
$34K ﹤0.01%
1,420
+1,350
573
$34K ﹤0.01%
1,500
574
$34K ﹤0.01%
450
575
$34K ﹤0.01%
1,185
-819
21 22
23
24 25