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
1001
$3K ﹤0.01%
+14
1002
$3K ﹤0.01%
161
1003
$3K ﹤0.01%
21
+15
1004
$3K ﹤0.01%
217
1005
$3K ﹤0.01%
245
1006
$3K ﹤0.01%
35
-17
1007
$3K ﹤0.01%
+13
1008
$3K ﹤0.01%
100
-55
1009
$3K ﹤0.01%
+50
1010
$3K ﹤0.01%
80
1011
$3K ﹤0.01%
+150
1012
$3K ﹤0.01%
128
1013
$3K ﹤0.01%
+503
1014
$3K ﹤0.01%
+61
1015
$3K ﹤0.01%
+144
1016
$2K ﹤0.01%
81
-119
1017
$2K ﹤0.01%
80
1018
$2K ﹤0.01%
79
1019
$2K ﹤0.01%
170
1020
$2K ﹤0.01%
100
1021
$2K ﹤0.01%
100
1022
$2K ﹤0.01%
144
+34
1023
$2K ﹤0.01%
+500
1024
$2K ﹤0.01%
200
1025
$2K ﹤0.01%
200
39 40
41
42 43