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
601
$30K ﹤0.01%
1,200
602
$30K ﹤0.01%
500
603
$29K ﹤0.01%
785
604
$29K ﹤0.01%
1,000
605
$29K ﹤0.01%
+1,918
606
$29K ﹤0.01%
2,500
607
$29K ﹤0.01%
2,101
-2,533
608
$29K ﹤0.01%
98
609
$29K ﹤0.01%
1,732
-412
610
$29K ﹤0.01%
398
611
$28K ﹤0.01%
964
612
$28K ﹤0.01%
201
613
$28K ﹤0.01%
460
614
$28K ﹤0.01%
1,800
615
$28K ﹤0.01%
1,758
616
$27K ﹤0.01%
957
+19
617
$27K ﹤0.01%
406
618
$27K ﹤0.01%
375
619
$27K ﹤0.01%
590
-59
620
$27K ﹤0.01%
1,724
-77
621
$27K ﹤0.01%
402
622
$27K ﹤0.01%
2,000
623
$27K ﹤0.01%
1,384
+4
624
$26K ﹤0.01%
652
+150
625
$26K ﹤0.01%
813
23 24
25
26 27