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
601
$25K ﹤0.01%
145
-50
602
$25K ﹤0.01%
+187
603
$25K ﹤0.01%
1,048
604
$25K ﹤0.01%
1,000
605
$25K ﹤0.01%
+500
606
$25K ﹤0.01%
125
+15
607
$24K ﹤0.01%
216
608
$24K ﹤0.01%
68
+5
609
$24K ﹤0.01%
+500
610
$24K ﹤0.01%
300
611
$24K ﹤0.01%
+727
612
$24K ﹤0.01%
1,010
613
$23K ﹤0.01%
19
614
$23K ﹤0.01%
153
-13
615
$23K ﹤0.01%
260
+18
616
$23K ﹤0.01%
+94
617
$22K ﹤0.01%
1,296
+32
618
$22K ﹤0.01%
+137
619
$22K ﹤0.01%
464
620
$22K ﹤0.01%
6,524
621
$22K ﹤0.01%
246
622
$22K ﹤0.01%
529
623
$21K ﹤0.01%
1,325
+55
624
$21K ﹤0.01%
+475
625
$21K ﹤0.01%
2,096
23 24
25
26 27