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
551
$35K ﹤0.01%
374
552
$35K ﹤0.01%
2,000
553
$34K ﹤0.01%
+2,700
554
$34K ﹤0.01%
700
+400
555
$34K ﹤0.01%
500
556
$34K ﹤0.01%
464
557
$33K ﹤0.01%
561
+225
558
$33K ﹤0.01%
460
559
$32K ﹤0.01%
8,670
560
$32K ﹤0.01%
+421
561
$31K ﹤0.01%
950
562
$31K ﹤0.01%
257
563
$31K ﹤0.01%
+3,472
564
$31K ﹤0.01%
1,085
+985
565
$31K ﹤0.01%
1,505
566
$31K ﹤0.01%
240
567
$30K ﹤0.01%
+62
568
$30K ﹤0.01%
+225
569
$30K ﹤0.01%
400
570
$30K ﹤0.01%
537
571
$30K ﹤0.01%
20
572
$30K ﹤0.01%
200
+191
573
$30K ﹤0.01%
590
574
$30K ﹤0.01%
1,828
575
$29K ﹤0.01%
227
21 22
23
24 25