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
776
$11K ﹤0.01%
60
-40
777
$11K ﹤0.01%
350
778
$11K ﹤0.01%
201
779
$11K ﹤0.01%
150
780
$11K ﹤0.01%
+475
781
$11K ﹤0.01%
58
782
$11K ﹤0.01%
4,000
783
$11K ﹤0.01%
203
+1
784
$11K ﹤0.01%
216
785
$11K ﹤0.01%
236
786
$11K ﹤0.01%
355
787
$11K ﹤0.01%
136
788
$11K ﹤0.01%
375
-625
789
$11K ﹤0.01%
1,100
+28
790
$11K ﹤0.01%
857
791
$11K ﹤0.01%
630
792
$11K ﹤0.01%
50
-15
793
$11K ﹤0.01%
559
794
$11K ﹤0.01%
288
795
$10K ﹤0.01%
850
796
$10K ﹤0.01%
288
797
$10K ﹤0.01%
200
798
$10K ﹤0.01%
117
799
$10K ﹤0.01%
4,927
+116
800
$10K ﹤0.01%
891
+791
30 31
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