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
FELG icon
451
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.62B
$96.1K ﹤0.01%
+3,051
ZS icon
452
Zscaler
ZS
$52.3B
$95.6K ﹤0.01%
482
-5
UAL icon
453
United Airlines
UAL
$30.3B
$95K ﹤0.01%
1,376
GEHC icon
454
GE HealthCare
GEHC
$34.3B
$94.9K ﹤0.01%
1,176
+1
VFH icon
455
Vanguard Financials ETF
VFH
$12.6B
$94.4K ﹤0.01%
790
-30
BCE icon
456
BCE
BCE
$21.1B
$94.1K ﹤0.01%
4,100
-3,525
BGC icon
457
BGC Group
BGC
$4.41B
$92.3K ﹤0.01%
10,064
+22
CTAS icon
458
Cintas
CTAS
$73.5B
$92.1K ﹤0.01%
448
VXF icon
459
Vanguard Extended Market ETF
VXF
$24.3B
$92.1K ﹤0.01%
535
+1
BABA icon
460
Alibaba
BABA
$394B
$91.5K ﹤0.01%
692
+15
AXON icon
461
Axon Enterprise
AXON
$55.6B
$90.5K ﹤0.01%
172
-58
FGD icon
462
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$888M
$90.4K ﹤0.01%
3,735
+17
NET icon
463
Cloudflare
NET
$83.7B
$90.2K ﹤0.01%
800
+790
CPRI icon
464
Capri Holdings
CPRI
$2.45B
$89K ﹤0.01%
4,513
XHS icon
465
State Street SPDR S&P Health Care Services ETF
XHS
$78.9M
$88.8K ﹤0.01%
905
-40
VOT icon
466
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
$88.1K ﹤0.01%
360
QLD icon
467
ProShares Ultra QQQ
QLD
$10.5B
$88K ﹤0.01%
990
PPL icon
468
PPL Corp
PPL
$26.8B
$87.6K ﹤0.01%
2,425
+216
IHI icon
469
iShares US Medical Devices ETF
IHI
$4.28B
$87.4K ﹤0.01%
1,453
NXPI icon
470
NXP Semiconductors
NXPI
$51.8B
$86.5K ﹤0.01%
455
-645
WY icon
471
Weyerhaeuser
WY
$16.1B
$86.3K ﹤0.01%
2,947
ASG
472
Liberty All-Star Growth Fund
ASG
$341M
$86.2K ﹤0.01%
17,626
LRCX icon
473
Lam Research
LRCX
$201B
$85.6K ﹤0.01%
1,178
+160
CNC icon
474
Centene
CNC
$17.6B
$85K ﹤0.01%
1,400
-79
EL icon
475
Estee Lauder
EL
$33.1B
$84.7K ﹤0.01%
1,284
-3,383
17 18
19
20 21