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
951
$4K ﹤0.01%
+500
952
$4K ﹤0.01%
121
953
$4K ﹤0.01%
1
954
$4K ﹤0.01%
2,000
955
$4K ﹤0.01%
3,500
956
$4K ﹤0.01%
127
-10
957
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238
958
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50
959
$4K ﹤0.01%
100
-50
960
$4K ﹤0.01%
163
961
$4K ﹤0.01%
+75
962
$4K ﹤0.01%
272
963
$4K ﹤0.01%
755
964
$4K ﹤0.01%
37
+14
965
$4K ﹤0.01%
100
966
$4K ﹤0.01%
70
967
$4K ﹤0.01%
300
968
$4K ﹤0.01%
53
-13
969
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79
-221
970
$4K ﹤0.01%
134
971
$4K ﹤0.01%
108
972
$4K ﹤0.01%
60
973
$4K ﹤0.01%
115
974
$4K ﹤0.01%
33
975
$4K ﹤0.01%
133
-400
37 38
39
40 41