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
651
$22K ﹤0.01%
1,675
-12
652
$22K ﹤0.01%
1,941
653
$22K ﹤0.01%
700
+100
654
$22K ﹤0.01%
1,634
+381
655
$22K ﹤0.01%
322
-130
656
$22K ﹤0.01%
667
-195
657
$22K ﹤0.01%
1,750
-195
658
$21K ﹤0.01%
200
659
$21K ﹤0.01%
284
660
$21K ﹤0.01%
80
661
$21K ﹤0.01%
555
662
$21K ﹤0.01%
1,139
663
$21K ﹤0.01%
536
+200
664
$21K ﹤0.01%
+1,256
665
$21K ﹤0.01%
229
-10
666
$21K ﹤0.01%
1,037
667
$21K ﹤0.01%
200
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668
$21K ﹤0.01%
737
669
$20K ﹤0.01%
1,004
670
$20K ﹤0.01%
185
671
$20K ﹤0.01%
402
-323
672
$20K ﹤0.01%
803
-354
673
$20K ﹤0.01%
606
+2
674
$20K ﹤0.01%
1,510
-210
675
$20K ﹤0.01%
246
25 26
27
28 29