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
851
$8K ﹤0.01%
124
852
$8K ﹤0.01%
1,559
853
$8K ﹤0.01%
99
-175
854
$8K ﹤0.01%
225
855
$8K ﹤0.01%
30
856
$8K ﹤0.01%
4,500
857
$8K ﹤0.01%
1,000
858
$8K ﹤0.01%
256
859
$7K ﹤0.01%
264
+3
860
$7K ﹤0.01%
144
861
$7K ﹤0.01%
154
862
$7K ﹤0.01%
785
863
$7K ﹤0.01%
768
+163
864
$7K ﹤0.01%
125
865
$7K ﹤0.01%
+300
866
$7K ﹤0.01%
429
-818
867
$7K ﹤0.01%
305
868
$7K ﹤0.01%
+198
869
$7K ﹤0.01%
255
870
$7K ﹤0.01%
25
-25
871
$7K ﹤0.01%
870
872
$7K ﹤0.01%
235
873
$7K ﹤0.01%
950
874
$7K ﹤0.01%
+300
875
$7K ﹤0.01%
129
33 34
35
36 37