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
901
$6K ﹤0.01%
98
902
$6K ﹤0.01%
175
903
$6K ﹤0.01%
+100
904
$6K ﹤0.01%
116
905
$6K ﹤0.01%
+150
906
$5K ﹤0.01%
200
907
$5K ﹤0.01%
133
+2
908
$5K ﹤0.01%
437
909
$5K ﹤0.01%
931
910
$5K ﹤0.01%
303
911
$5K ﹤0.01%
130
912
$5K ﹤0.01%
112
913
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146
+34
914
$5K ﹤0.01%
200
915
$5K ﹤0.01%
59
-500
916
$5K ﹤0.01%
1,000
-207,377
917
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918
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101
-299
919
$5K ﹤0.01%
78
+35
920
$5K ﹤0.01%
200
-430
921
$5K ﹤0.01%
+151
922
$5K ﹤0.01%
250
-750
923
$5K ﹤0.01%
600
+100
924
$5K ﹤0.01%
+462
925
$5K ﹤0.01%
93
35 36
37
38 39