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
701
$17K ﹤0.01%
600
702
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150
703
$17K ﹤0.01%
+200
704
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111
705
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160
706
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315
707
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900
708
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2,096
709
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400
710
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250
-50
711
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222
+1
712
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202
713
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700
-240
714
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475
715
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350
716
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226
+15
717
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974
718
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194
719
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503
720
$15K ﹤0.01%
300
-100
721
$15K ﹤0.01%
400
722
$15K ﹤0.01%
+161
723
$15K ﹤0.01%
113
724
$15K ﹤0.01%
366
+103
725
$15K ﹤0.01%
300
-885
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