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
751
$13K ﹤0.01%
95
+20
752
$13K ﹤0.01%
+50
753
$13K ﹤0.01%
+396
754
$13K ﹤0.01%
182
-51
755
$13K ﹤0.01%
289
+2
756
$13K ﹤0.01%
2,995
757
$13K ﹤0.01%
2,506
758
$13K ﹤0.01%
600
759
$12K ﹤0.01%
+100
760
$12K ﹤0.01%
100
761
$12K ﹤0.01%
425
+395
762
$12K ﹤0.01%
+200
763
$12K ﹤0.01%
664
+8
764
$12K ﹤0.01%
400
765
$12K ﹤0.01%
299
+214
766
$12K ﹤0.01%
600
767
$12K ﹤0.01%
876
768
$12K ﹤0.01%
50
769
$12K ﹤0.01%
389
770
$12K ﹤0.01%
709
771
$12K ﹤0.01%
345
772
$12K ﹤0.01%
537
+2
773
$12K ﹤0.01%
130
-200
774
$12K ﹤0.01%
510
+9
775
$11K ﹤0.01%
400
29 30
31
32 33