SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
-$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.86M
3
+$4.79M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$4.63M
5
LLY icon
Eli Lilly
LLY
+$3.75M

Top Sells

1
+$4.57M
2
+$2.83M
3
+$2.59M
4
JPM icon
JPMorgan Chase
JPM
+$2.39M
5
ELV icon
Elevance Health
ELV
+$1.88M

Sector Composition

1 Technology 16.74%
2 Financials 10.62%
3 Healthcare 6.82%
4 Consumer Discretionary 5.97%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYG icon
226
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.1B
$1M 0.04%
12,455
+100
CLX icon
227
Clorox
CLX
$13.4B
$987K 0.04%
6,700
-28
FULT icon
228
Fulton Financial
FULT
$3.14B
$975K 0.04%
53,893
CMI icon
229
Cummins
CMI
$60.5B
$958K 0.04%
3,055
-164
ORLY icon
230
O'Reilly Automotive
ORLY
$76.8B
$940K 0.04%
9,840
IBMN icon
231
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$402M
$925K 0.04%
34,594
-1,260
RSP icon
232
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
$921K 0.04%
5,315
-84
VEU icon
233
Vanguard FTSE All-World ex-US ETF
VEU
$51.5B
$913K 0.04%
15,047
NFLX icon
234
Netflix
NFLX
$463B
$907K 0.04%
973
-22
BAM icon
235
Brookfield Asset Management
BAM
$88.1B
$901K 0.04%
18,592
-2,516
XLP icon
236
Consumers Staples Select Sector SPDR Fund
XLP
$14.8B
$870K 0.04%
10,658
-149
GE icon
237
GE Aerospace
GE
$327B
$869K 0.04%
4,340
+12
KMB icon
238
Kimberly-Clark
KMB
$34.3B
$862K 0.04%
6,060
-721
PFE icon
239
Pfizer
PFE
$140B
$852K 0.04%
33,612
-1,874
PNC icon
240
PNC Financial Services
PNC
$71.4B
$845K 0.04%
4,808
-93
SNOW icon
241
Snowflake
SNOW
$94.1B
$836K 0.04%
5,721
+1,200
C icon
242
Citigroup
C
$181B
$833K 0.04%
11,733
-219
BKR icon
243
Baker Hughes
BKR
$48B
$828K 0.03%
18,837
+6,516
CL icon
244
Colgate-Palmolive
CL
$60.8B
$823K 0.03%
8,785
-312
VDE icon
245
Vanguard Energy ETF
VDE
$7.22B
$809K 0.03%
6,236
+50
MDT icon
246
Medtronic
MDT
$115B
$799K 0.03%
8,890
-4,073
DUK icon
247
Duke Energy
DUK
$95.9B
$798K 0.03%
6,542
-296
GTLB icon
248
GitLab
GTLB
$8.2B
$785K 0.03%
16,707
IEFA icon
249
iShares Core MSCI EAFE ETF
IEFA
$157B
$772K 0.03%
10,209
+1,228
PSX icon
250
Phillips 66
PSX
$55.1B
$766K 0.03%
6,202
-7
8 9
10
11 12