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
$1.64B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$1.26M
3
+$1.16M
4
SHW icon
Sherwin-Williams
SHW
+$956K
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$839K

Top Sells

1
+$6.14M
2
+$1.75M
3
+$1.44M
4
CSCO icon
Cisco
CSCO
+$1.08M
5
AAPL icon
Apple
AAPL
+$1.06M

Sector Composition

1 Technology 15.52%
2 Healthcare 10.05%
3 Financials 9.72%
4 Consumer Discretionary 7.67%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$181K 0.01%
+6,885
327
$179K 0.01%
1,630
+765
328
$175K 0.01%
11,574
+6
329
$175K 0.01%
15,761
+47
330
$174K 0.01%
13,692
-12,970
331
$173K 0.01%
6,350
-673
332
$171K 0.01%
5,653
333
$162K 0.01%
3,200
-1,300
334
$160K 0.01%
6,530
335
$158K 0.01%
1,033
336
$155K 0.01%
6,960
337
$150K 0.01%
1,575
338
$149K 0.01%
1,800
339
$147K 0.01%
4,253
340
$146K 0.01%
5,672
341
$143K 0.01%
1,221
-536
342
$141K 0.01%
1,408
-12
343
$140K 0.01%
4,705
+205
344
$140K 0.01%
850
345
$139K 0.01%
2,764
346
$137K 0.01%
3,240
347
$136K 0.01%
1,142
348
$135K 0.01%
352
349
$135K 0.01%
770
350
$134K 0.01%
1,127
12 13
14
15 16