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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
$2.38B
AUM Growth
-$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.37M
3
+$5.01M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.38M
5
LLY icon
Eli Lilly
LLY
+$3.78M

Top Sells

1
+$4.71M
2
+$3.08M
3
+$2.7M
4
JPM icon
JPMorgan Chase
JPM
+$2.48M
5
ADBE icon
Adobe
ADBE
+$2.03M

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
EPD icon
301
Enterprise Products Partners
EPD
$78.9B
$405K 0.02%
11,866
XEL icon
302
Xcel Energy
XEL
$49.3B
$404K 0.02%
5,710
-183
LYB icon
303
LyondellBasell Industries
LYB
$20.2B
$402K 0.02%
5,712
-492
TRV icon
304
Travelers Companies
TRV
$65.4B
$401K 0.02%
1,515
-18
FDX icon
305
FedEx
FDX
$80.1B
$399K 0.02%
1,635
-873
GLD icon
306
SPDR Gold Trust
GLD
$141B
$392K 0.02%
1,362
+249
IWO icon
307
iShares Russell 2000 Growth ETF
IWO
$14.8B
$392K 0.02%
1,535
DVY icon
308
iShares Select Dividend ETF
DVY
$22.7B
$385K 0.02%
2,867
-38
MTB icon
309
M&T Bank
MTB
$33.4B
$379K 0.02%
2,123
+190
LULU icon
310
lululemon athletica
LULU
$13.1B
$379K 0.02%
1,340
+70
SCHF icon
311
Schwab International Equity ETF
SCHF
$67B
$370K 0.02%
18,689
+437
NFTY icon
312
First Trust India Nifty 50 Equal Weight ETF
NFTY
$135M
$365K 0.02%
6,550
SPMD icon
313
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18B
$358K 0.02%
6,993
+1,132
AME icon
314
Ametek
AME
$53.2B
$348K 0.01%
2,024
GEV icon
315
GE Vernova
GEV
$264B
$346K 0.01%
1,132
-11
SCHM icon
316
Schwab US Mid-Cap ETF
SCHM
$14.9B
$336K 0.01%
12,814
+21
KMI icon
317
Kinder Morgan
KMI
$69.9B
$331K 0.01%
11,606
-292
VHT icon
318
Vanguard Health Care ETF
VHT
$16.9B
$323K 0.01%
1,221
+1
YUM icon
319
Yum! Brands
YUM
$43.5B
$321K 0.01%
2,043
XYZ
320
Block Inc
XYZ
$44.4B
$320K 0.01%
5,891
RVTY icon
321
Revvity
RVTY
$11.3B
$312K 0.01%
2,945
-3,754
MS icon
322
Morgan Stanley
MS
$348B
$303K 0.01%
2,598
-83
SCHA icon
323
Schwab U.S Small- Cap ETF
SCHA
$23.3B
$294K 0.01%
12,549
+149
ECL icon
324
Ecolab
ECL
$77.1B
$291K 0.01%
1,147
-1,730
MMM icon
325
3M
MMM
$84.3B
$289K 0.01%
1,966
-94
11 12
13
14 15