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
1001
– –
-200
1002
– –
-2,175
1003
– –
-800
1004
– –
-550
1005
– –
-8,000
1006
– –
-50
1007
– –
-1,216
1008
– –
-1,700
1009
– –
-532
1010
– –
-10
1011
– –
-118
1012
– –
-101,704
1013
– –
-22
1014
– –
-34
1015
– –
-15
1016
– –
-800
1017
– –
-15
1018
– –
-15
1019
– –
-6
1020
– –
-14
1021
– –
-180
1022
– –
-14
1023
– –
-4
1024
– –
-1,000
1025
– –
-2,259
39 40
41
42 43