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
801
$7K ﹤0.01%
+100
802
$6K ﹤0.01%
250
803
$6K ﹤0.01%
176
804
$6K ﹤0.01%
+152
805
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50
-50
806
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200
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807
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150
808
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809
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810
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1,001
+1
811
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812
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284
813
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+34
814
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20
815
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71
+35
816
$6K ﹤0.01%
+350
817
$6K ﹤0.01%
400
818
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819
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350
820
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+573
821
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75
822
$5K ﹤0.01%
+100
823
$5K ﹤0.01%
+100
824
$5K ﹤0.01%
900
+400
825
$5K ﹤0.01%
100
31 32
33
34 35