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
701
$14K ﹤0.01%
195
702
$14K ﹤0.01%
132
703
$14K ﹤0.01%
400
704
$14K ﹤0.01%
+317
705
$14K ﹤0.01%
50
-51
706
$13K ﹤0.01%
4,259
+94
707
$13K ﹤0.01%
1,200
708
$13K ﹤0.01%
579
709
$13K ﹤0.01%
306
710
$13K ﹤0.01%
250
711
$13K ﹤0.01%
35
712
$13K ﹤0.01%
510
713
$13K ﹤0.01%
945
+21
714
$13K ﹤0.01%
1,600
715
$13K ﹤0.01%
400
+336
716
$13K ﹤0.01%
359
-1,134
717
$13K ﹤0.01%
108
718
$13K ﹤0.01%
1,149
719
$12K ﹤0.01%
+52
720
$12K ﹤0.01%
121
721
$12K ﹤0.01%
236
722
$12K ﹤0.01%
+2,995
723
$12K ﹤0.01%
+146
724
$12K ﹤0.01%
68
725
$12K ﹤0.01%
+140
27 28
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