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
826
$5K ﹤0.01%
1,000
-500
827
$5K ﹤0.01%
+90
828
$5K ﹤0.01%
+75
829
$5K ﹤0.01%
+106
830
$5K ﹤0.01%
146
831
$5K ﹤0.01%
250
-374
832
$5K ﹤0.01%
320
-319
833
$5K ﹤0.01%
16
+11
834
$5K ﹤0.01%
123
835
$5K ﹤0.01%
+238
836
$5K ﹤0.01%
80
+40
837
$4K ﹤0.01%
150
+80
838
$4K ﹤0.01%
95
-1,000
839
$4K ﹤0.01%
+147
840
$4K ﹤0.01%
15
841
$4K ﹤0.01%
148
842
$4K ﹤0.01%
+35
843
$4K ﹤0.01%
167
+6
844
$4K ﹤0.01%
+100
845
$4K ﹤0.01%
200
846
$3K ﹤0.01%
35
847
$3K ﹤0.01%
63
-60
848
$3K ﹤0.01%
+76
849
$3K ﹤0.01%
+24
850
$3K ﹤0.01%
1,000
+300
32 33
34
35 36