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
626
$26K ﹤0.01%
2,000
627
$26K ﹤0.01%
608
-289
628
$26K ﹤0.01%
1,025
629
$26K ﹤0.01%
216
630
$26K ﹤0.01%
658
631
$26K ﹤0.01%
2,500
632
$26K ﹤0.01%
400
633
$26K ﹤0.01%
300
634
$26K ﹤0.01%
210
635
$25K ﹤0.01%
174
-60
636
$25K ﹤0.01%
1,010
637
$24K ﹤0.01%
1,000
638
$24K ﹤0.01%
6,000
-143
639
$24K ﹤0.01%
343
640
$24K ﹤0.01%
403
-231
641
$24K ﹤0.01%
909
642
$24K ﹤0.01%
424
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643
$23K ﹤0.01%
685
644
$23K ﹤0.01%
178
645
$23K ﹤0.01%
1,420
-511
646
$23K ﹤0.01%
1,844
647
$23K ﹤0.01%
+2,224
648
$23K ﹤0.01%
409
+50
649
$23K ﹤0.01%
698
650
$23K ﹤0.01%
400
-75
24 25
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27 28