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
801
$10K ﹤0.01%
185
802
$10K ﹤0.01%
175
803
$10K ﹤0.01%
380
804
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242
805
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210
-200
806
$10K ﹤0.01%
122
807
$10K ﹤0.01%
225
+157
808
$10K ﹤0.01%
70
809
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175
810
$10K ﹤0.01%
135
811
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122
-499
812
$10K ﹤0.01%
400
813
$10K ﹤0.01%
1,215
+215
814
$10K ﹤0.01%
154
815
$10K ﹤0.01%
36
816
$10K ﹤0.01%
198
817
$10K ﹤0.01%
5,000
818
$10K ﹤0.01%
40
+25
819
$9K ﹤0.01%
100
820
$9K ﹤0.01%
305
821
$9K ﹤0.01%
701
822
$9K ﹤0.01%
360
+168
823
$9K ﹤0.01%
145
-150
824
$9K ﹤0.01%
39
825
$9K ﹤0.01%
321
31 32
33
34 35