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
726
$15K ﹤0.01%
514
+2
727
$15K ﹤0.01%
531
728
$15K ﹤0.01%
2,320
729
$15K ﹤0.01%
700
730
$15K ﹤0.01%
236
731
$15K ﹤0.01%
157
-188
732
$14K ﹤0.01%
975
733
$14K ﹤0.01%
103
734
$14K ﹤0.01%
50
735
$14K ﹤0.01%
125
+60
736
$14K ﹤0.01%
58
737
$14K ﹤0.01%
43
738
$14K ﹤0.01%
446
739
$14K ﹤0.01%
2,392
740
$14K ﹤0.01%
375
741
$14K ﹤0.01%
262
742
$14K ﹤0.01%
214
743
$14K ﹤0.01%
6,021
+955
744
$14K ﹤0.01%
1,500
745
$14K ﹤0.01%
307
+85
746
$13K ﹤0.01%
225
747
$13K ﹤0.01%
86
+14
748
$13K ﹤0.01%
+318
749
$13K ﹤0.01%
119
+2
750
$13K ﹤0.01%
2,335
+32
28 29
30
31 32