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
976
$4K ﹤0.01%
2,000
977
$4K ﹤0.01%
3,500
978
$3K ﹤0.01%
60
+5
979
$3K ﹤0.01%
102
980
$3K ﹤0.01%
+41
981
$3K ﹤0.01%
+165
982
$3K ﹤0.01%
700
983
$3K ﹤0.01%
+110
984
$3K ﹤0.01%
28
985
$3K ﹤0.01%
100
986
$3K ﹤0.01%
258
987
$3K ﹤0.01%
90
988
$3K ﹤0.01%
65
-4
989
$3K ﹤0.01%
560
990
$3K ﹤0.01%
+300
991
$3K ﹤0.01%
130
-116
992
$3K ﹤0.01%
82
993
$3K ﹤0.01%
127
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994
$3K ﹤0.01%
133
995
$3K ﹤0.01%
6
-21
996
$3K ﹤0.01%
434
+7
997
$3K ﹤0.01%
+473
998
$3K ﹤0.01%
100
-1,200
999
$3K ﹤0.01%
810
1000
$3K ﹤0.01%
145
38 39
40
41 42