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
451
$63K ﹤0.01%
405
452
$62K ﹤0.01%
+1,833
453
$61K ﹤0.01%
856
+16
454
$61K ﹤0.01%
3,000
455
$61K ﹤0.01%
4,432
+1,414
456
$61K ﹤0.01%
850
457
$60K ﹤0.01%
1,690
+190
458
$60K ﹤0.01%
630
+500
459
$60K ﹤0.01%
1,470
+880
460
$59K ﹤0.01%
1,037
-335
461
$59K ﹤0.01%
2,750
-3,750
462
$58K ﹤0.01%
1,908
+782
463
$58K ﹤0.01%
127
464
$57K ﹤0.01%
860
465
$57K ﹤0.01%
576
-17
466
$56K ﹤0.01%
1,548
467
$56K ﹤0.01%
500
468
$56K ﹤0.01%
1,968
+100
469
$55K ﹤0.01%
1,818
470
$55K ﹤0.01%
+1,010
471
$55K ﹤0.01%
1,920
472
$55K ﹤0.01%
402
+137
473
$55K ﹤0.01%
5,500
474
$54K ﹤0.01%
2,750
-250
475
$54K ﹤0.01%
1,072
+714
17 18
19
20 21