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
626
$21K ﹤0.01%
1,190
627
$21K ﹤0.01%
+300
628
$21K ﹤0.01%
231
-1,541
629
$21K ﹤0.01%
1,000
630
$21K ﹤0.01%
425
-22
631
$21K ﹤0.01%
158
+13
632
$20K ﹤0.01%
+210
633
$20K ﹤0.01%
2,206
634
$20K ﹤0.01%
+110
635
$20K ﹤0.01%
+82
636
$20K ﹤0.01%
600
637
$20K ﹤0.01%
446
638
$20K ﹤0.01%
262
639
$20K ﹤0.01%
50
640
$20K ﹤0.01%
685
641
$20K ﹤0.01%
210
+125
642
$20K ﹤0.01%
200
643
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75
644
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201
+100
645
$20K ﹤0.01%
63
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646
$19K ﹤0.01%
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647
$19K ﹤0.01%
1,000
648
$19K ﹤0.01%
240
+220
649
$19K ﹤0.01%
+317
650
$19K ﹤0.01%
414
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