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
1101
$1K ﹤0.01%
95
-436
1102
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27
1103
$1K ﹤0.01%
+9
1104
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20
1105
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57
1106
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+100
1107
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250
1108
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+44
1109
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100
1110
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+3
1111
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100
1112
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13
1113
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+30
1114
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13
1115
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100
1116
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300
1117
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27
1118
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15
1119
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55
-324
1120
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+75
1121
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27
1122
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52
1123
$1K ﹤0.01%
+1
1124
– –
-250
1125
– –
-165
43 44
45
46 47