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
951
$1K ﹤0.01%
+25
952
$1K ﹤0.01%
+63
953
$1K ﹤0.01%
50
954
$1K ﹤0.01%
+45
955
$1K ﹤0.01%
+200
956
$1K ﹤0.01%
+8
957
$1K ﹤0.01%
25
958
– –
-750
959
– –
-9
960
– –
-18
961
– –
-3
962
– –
-73
963
– –
-236
964
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-1
965
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-300
966
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-12
967
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-200
968
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969
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970
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971
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-200
972
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-18
973
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974
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-59
975
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-100
37 38
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