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
$2.38B
AUM Growth
-$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.37M
3
+$5.01M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.38M
5
LLY icon
Eli Lilly
LLY
+$3.78M

Top Sells

1
+$4.71M
2
+$3.08M
3
+$2.7M
4
JPM icon
JPMorgan Chase
JPM
+$2.48M
5
ADBE icon
Adobe
ADBE
+$2.03M

Sector Composition

1 Technology 16.74%
2 Financials 10.62%
3 Healthcare 6.82%
4 Consumer Discretionary 5.97%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SKX
976
DELISTED
Skechers
SKX
$3.98K ﹤0.01%
+70
APAM icon
977
Artisan Partners
APAM
$2.56B
$3.91K ﹤0.01%
+100
SCYX icon
978
SCYNEXIS
SCYX
$41.1M
$3.81K ﹤0.01%
4,000
HAL icon
979
Halliburton
HAL
$29.9B
$3.81K ﹤0.01%
150
-50
MBB icon
980
iShares MBS ETF
MBB
$39.1B
$3.75K ﹤0.01%
40
IMCG icon
981
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.18B
$3.71K ﹤0.01%
+52
VYX icon
982
NCR Voyix
VYX
$973M
$3.71K ﹤0.01%
380
+30
CE icon
983
Celanese
CE
$6.74B
$3.69K ﹤0.01%
65
SCHE icon
984
Schwab Emerging Markets Equity ETF
SCHE
$11.8B
$3.47K ﹤0.01%
126
+43
LEVI icon
985
Levi Strauss
LEVI
$7.29B
$3.45K ﹤0.01%
221
+1
LAMR icon
986
Lamar Advertising Co
LAMR
$13.6B
$3.41K ﹤0.01%
+30
DJT icon
987
Trump Media & Technology Group
DJT
$2.71B
$3.32K ﹤0.01%
170
K
988
DELISTED
Kellanova
K
$3.3K ﹤0.01%
40
VKTX icon
989
Viking Therapeutics
VKTX
$4.11B
$3.26K ﹤0.01%
135
-50
VNM icon
990
VanEck Vietnam ETF
VNM
$570M
$3.25K ﹤0.01%
261
+30
BE icon
991
Bloom Energy
BE
$44.9B
$3.24K ﹤0.01%
165
ARKQ icon
992
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.99B
$3.21K ﹤0.01%
48
FENI icon
993
Fidelity Enhanced International ETF
FENI
$8.05B
$3.15K ﹤0.01%
+106
U icon
994
Unity
U
$8.7B
$3.13K ﹤0.01%
160
+60
IGV icon
995
iShares Expanded Tech-Software Sector ETF
IGV
$9.96B
$3.12K ﹤0.01%
35
WAB icon
996
Wabtec
WAB
$40.6B
$3.11K ﹤0.01%
17
+2
ZBRA icon
997
Zebra Technologies
ZBRA
$10.3B
$3.11K ﹤0.01%
11
+10
CLNN icon
998
Clene
CLNN
$72.2M
$3.08K ﹤0.01%
+1,000
BG icon
999
Bunge Global
BG
$24.4B
$3.06K ﹤0.01%
40
-50
FNCL icon
1000
Fidelity MSCI Financials Index ETF
FNCL
$2.21B
$2.99K ﹤0.01%
43
38 39
40
41 42