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
576
$29K ﹤0.01%
2,457
+1,226
577
$29K ﹤0.01%
+1,236
578
$29K ﹤0.01%
200
579
$28K ﹤0.01%
651
-144
580
$28K ﹤0.01%
312
+304
581
$28K ﹤0.01%
331
582
$28K ﹤0.01%
322
583
$28K ﹤0.01%
115
-17
584
$28K ﹤0.01%
377
+37
585
$28K ﹤0.01%
216
-100
586
$28K ﹤0.01%
450
-64
587
$27K ﹤0.01%
1,878
588
$27K ﹤0.01%
1,253
589
$27K ﹤0.01%
1,682
+2
590
$27K ﹤0.01%
310
-24
591
$27K ﹤0.01%
825
-150
592
$27K ﹤0.01%
200
-175
593
$27K ﹤0.01%
400
594
$27K ﹤0.01%
617
+1
595
$27K ﹤0.01%
322
-50
596
$27K ﹤0.01%
240
597
$26K ﹤0.01%
284
598
$26K ﹤0.01%
335
-23
599
$25K ﹤0.01%
106
-194
600
$25K ﹤0.01%
+3,138
22 23
24
25 26