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
1176
– –
-2,000
1177
– –
-300
1178
– –
-32
1179
– –
-8
1180
– –
-58
1181
– –
-1,500
1182
– –
-22
1183
– –
-100
1184
– –
-285
1185
– –
-43
1186
– –
-1,200
1187
– –
-400
1188
– –
-200
1189
– –
-361
1190
– –
-2,000
1191
– –
-30
1192
– –
-2,000
1193
– –
-36
1194
– –
-2,880
1195
– –
-410
1196
– –
-415
1197
– –
-2
1198
– –
-325
1199
– –
-200
1200
– –
-30
44 45 46 47
48