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
851
$3K ﹤0.01%
131
852
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63
853
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175
854
$3K ﹤0.01%
+100
855
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+108
856
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+7
857
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+100
858
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+80
859
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860
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54
861
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862
$3K ﹤0.01%
128
863
$3K ﹤0.01%
+300
864
$3K ﹤0.01%
+24
865
$3K ﹤0.01%
62
866
$3K ﹤0.01%
120
867
$3K ﹤0.01%
2,300
868
$3K ﹤0.01%
+33
869
$3K ﹤0.01%
+84
870
$3K ﹤0.01%
+13
871
$2K ﹤0.01%
57
+11
872
$2K ﹤0.01%
60
-4,404
873
$2K ﹤0.01%
200
874
$2K ﹤0.01%
25
875
$2K ﹤0.01%
200
33 34
35
36 37