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
576
$34K ﹤0.01%
2,500
577
$33K ﹤0.01%
3,569
578
$33K ﹤0.01%
1,660
+155
579
$33K ﹤0.01%
474
580
$33K ﹤0.01%
880
581
$33K ﹤0.01%
437
582
$33K ﹤0.01%
300
-65
583
$33K ﹤0.01%
975
584
$32K ﹤0.01%
393
585
$32K ﹤0.01%
1,740
-800
586
$32K ﹤0.01%
211
587
$31K ﹤0.01%
115
588
$31K ﹤0.01%
460
589
$31K ﹤0.01%
504
-84
590
$31K ﹤0.01%
554
591
$31K ﹤0.01%
3,000
592
$31K ﹤0.01%
950
593
$31K ﹤0.01%
537
594
$30K ﹤0.01%
401
595
$30K ﹤0.01%
750
596
$30K ﹤0.01%
+103
597
$30K ﹤0.01%
980
+580
598
$30K ﹤0.01%
200
599
$30K ﹤0.01%
475
600
$30K ﹤0.01%
1,977
+80
22 23
24
25 26