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
+$10.4M
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
RWJ icon
501
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.67B
$75.9K ﹤0.01%
1,864
BTC
502
Grayscale Bitcoin Mini Trust ETF
BTC
$3.66B
$75.6K ﹤0.01%
2,073
+99
AGCO icon
503
AGCO
AGCO
$8.46B
$74K ﹤0.01%
799
-468
MRVL icon
504
Marvell Technology
MRVL
$66.9B
$73.9K ﹤0.01%
1,200
+50
CAH icon
505
Cardinal Health
CAH
$51.1B
$73.8K ﹤0.01%
536
FCN icon
506
FTI Consulting
FCN
$5.39B
$73.8K ﹤0.01%
450
PCG icon
507
PG&E
PCG
$33.9B
$73.8K ﹤0.01%
4,296
MAA icon
508
Mid-America Apartment Communities
MAA
$15.7B
$73.7K ﹤0.01%
440
-7
MRSH
509
Marsh
MRSH
$91.3B
$73.2K ﹤0.01%
300
-16
IJT icon
510
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.56B
$73.1K ﹤0.01%
587
MNST icon
511
Monster Beverage
MNST
$78.9B
$72.7K ﹤0.01%
1,242
PLTR icon
512
Palantir
PLTR
$349B
$71.9K ﹤0.01%
852
+343
KOMP icon
513
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.54B
$71.7K ﹤0.01%
1,543
DSI icon
514
iShares MSCI KLD 400 Social ETF
DSI
$5.16B
$71.7K ﹤0.01%
700
HGER icon
515
Harbor Commodity All-Weather Strategy ETF
HGER
$1.74B
$71.5K ﹤0.01%
2,975
+250
RSG icon
516
Republic Services
RSG
$66.6B
$71.4K ﹤0.01%
295
CHMG icon
517
Chemung Financial Corp
CHMG
$292M
$71.4K ﹤0.01%
1,500
EA icon
518
Electronic Arts
EA
$51B
$71.3K ﹤0.01%
493
-75
XYL icon
519
Xylem
XYL
$33.6B
$69.8K ﹤0.01%
584
-384
EXAS icon
520
Exact Sciences
EXAS
$19.4B
$69.3K ﹤0.01%
1,600
B
521
Barrick Mining
B
$77.3B
$68K ﹤0.01%
3,498
GCOW icon
522
Pacer Global Cash Cows Dividend ETF
GCOW
$2.83B
$66.9K ﹤0.01%
1,810
PNQI icon
523
Invesco NASDAQ Internet ETF
PNQI
$738M
$66.2K ﹤0.01%
1,500
PRFZ icon
524
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.68B
$65.6K ﹤0.01%
1,732
+692
EXC icon
525
Exelon
EXC
$45.2B
$65K ﹤0.01%
1,411
19 20
21
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