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
826
$9K ﹤0.01%
500
827
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61
-55
828
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180
-50
829
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200
830
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407
831
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832
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334
833
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380
834
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+2
835
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75
836
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323
837
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838
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2,500
839
$9K ﹤0.01%
104
840
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500
841
$8K ﹤0.01%
134
-605
842
$8K ﹤0.01%
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843
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844
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30
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845
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-37
846
$8K ﹤0.01%
500
847
$8K ﹤0.01%
72
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848
$8K ﹤0.01%
296
-1,120
849
$8K ﹤0.01%
+290
850
$8K ﹤0.01%
187
32 33
34
35 36