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
$2.47B
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$7.28M
3
+$5.34M
4
BAH icon
Booz Allen Hamilton
BAH
+$4.84M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.23M

Top Sells

1
+$3.43M
2
+$3.19M
3
+$3.03M
4
FTV icon
Fortive
FTV
+$1.68M
5
APTV icon
Aptiv
APTV
+$1.65M

Sector Composition

1 Technology 18.65%
2 Financials 10.09%
3 Healthcare 6.45%
4 Consumer Discretionary 6.28%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GNR icon
751
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.72B
$20K ﹤0.01%
402
KMX icon
752
CarMax
KMX
$5.93B
$19.9K ﹤0.01%
244
ADX icon
753
Adams Diversified Equity Fund
ADX
$2.76B
$19.7K ﹤0.01%
975
HACK icon
754
Amplify Cybersecurity ETF
HACK
$1.97B
$19.7K ﹤0.01%
264
THO icon
755
Thor Industries
THO
$4.1B
$19.6K ﹤0.01%
205
-85
PODD icon
756
Insulet
PODD
$16.2B
$19.6K ﹤0.01%
75
KVUE icon
757
Kenvue
KVUE
$33.6B
$19.6K ﹤0.01%
917
+587
GEAR
758
DELISTED
Revelyst, Inc.
GEAR
$19.4K ﹤0.01%
+1,010
PDD icon
759
Pinduoduo
PDD
$143B
$19.4K ﹤0.01%
200
-50
ETH
760
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.76B
$19.4K ﹤0.01%
616
+162
CUT icon
761
Invesco MSCI Global Timber ETF
CUT
$35.4M
$19K ﹤0.01%
600
TDC icon
762
Teradata
TDC
$2.46B
$18.3K ﹤0.01%
589
CTRA icon
763
Coterra Energy
CTRA
$25.4B
$18.3K ﹤0.01%
718
+118
STLA icon
764
Stellantis
STLA
$18.8B
$18.3K ﹤0.01%
1,401
+1,350
HWM icon
765
Howmet Aerospace
HWM
$97B
$18K ﹤0.01%
165
+15
NVG icon
766
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.71B
$18K ﹤0.01%
1,468
WSM icon
767
Williams-Sonoma
WSM
$22B
$17.9K ﹤0.01%
97
EQR icon
768
Equity Residential
EQR
$22.6B
$17.9K ﹤0.01%
250
TAP icon
769
Molson Coors Class B
TAP
$7.87B
$17.7K ﹤0.01%
309
+42
BIIB icon
770
Biogen
BIIB
$26.8B
$17.6K ﹤0.01%
115
-10
OGS icon
771
ONE Gas
OGS
$5.38B
$17.6K ﹤0.01%
254
NEA icon
772
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.47B
$17.5K ﹤0.01%
1,550
ROKU icon
773
Roku
ROKU
$14.1B
$17.5K ﹤0.01%
235
MSI icon
774
Motorola Solutions
MSI
$77.4B
$17.1K ﹤0.01%
+37
HLN icon
775
Haleon
HLN
$45.9B
$17K ﹤0.01%
1,782
+825
29 30
31
32 33