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
901
$2K ﹤0.01%
+8
902
$2K ﹤0.01%
+200
903
$2K ﹤0.01%
+50
904
$2K ﹤0.01%
138
+6
905
$2K ﹤0.01%
107
+4
906
$2K ﹤0.01%
+40
907
$2K ﹤0.01%
5
908
$2K ﹤0.01%
70
+31
909
$2K ﹤0.01%
256
+5
910
$2K ﹤0.01%
+23
911
$2K ﹤0.01%
35
-22
912
$2K ﹤0.01%
+500
913
$2K ﹤0.01%
300
914
$2K ﹤0.01%
+67
915
$1K ﹤0.01%
+9
916
$1K ﹤0.01%
10
917
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+7
918
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+25
919
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+50
920
$1K ﹤0.01%
+10
921
$1K ﹤0.01%
+18
922
$1K ﹤0.01%
+14
923
$1K ﹤0.01%
+12
924
$1K ﹤0.01%
+6
925
$1K ﹤0.01%
+27
35 36
37
38 39