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
1026
$2K ﹤0.01%
300
1027
$2K ﹤0.01%
50
1028
$2K ﹤0.01%
+58
1029
$2K ﹤0.01%
+91
1030
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78
+13
1031
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188
1032
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100
1033
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24
1034
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65
+30
1035
$2K ﹤0.01%
700
1036
$2K ﹤0.01%
50
1037
$2K ﹤0.01%
86
1038
$2K ﹤0.01%
76
1039
$2K ﹤0.01%
45
1040
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144
1041
$2K ﹤0.01%
23
1042
$2K ﹤0.01%
+100
1043
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400
1044
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225
1045
$2K ﹤0.01%
200
-554
1046
$2K ﹤0.01%
40
+25
1047
$2K ﹤0.01%
+1,000
1048
$2K ﹤0.01%
100
1049
$2K ﹤0.01%
53
1050
$2K ﹤0.01%
200
40 41
42
43 44