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
676
$16K ﹤0.01%
225
677
$16K ﹤0.01%
375
678
$16K ﹤0.01%
214
679
$15K ﹤0.01%
400
-16
680
$15K ﹤0.01%
+2,000
681
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600
682
$15K ﹤0.01%
250
683
$15K ﹤0.01%
+79
684
$15K ﹤0.01%
1,600
685
$15K ﹤0.01%
603
-79
686
$15K ﹤0.01%
100
687
$15K ﹤0.01%
280
688
$15K ﹤0.01%
400
689
$15K ﹤0.01%
110
690
$15K ﹤0.01%
130
+60
691
$15K ﹤0.01%
70
692
$15K ﹤0.01%
1,175
693
$15K ﹤0.01%
178
694
$15K ﹤0.01%
224
695
$15K ﹤0.01%
1,000
696
$15K ﹤0.01%
300
697
$14K ﹤0.01%
+65
698
$14K ﹤0.01%
81
-123
699
$14K ﹤0.01%
1,200
+1,000
700
$14K ﹤0.01%
+221
26 27
28
29 30