SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
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 +$10.4M
2 +$7.86M
3 +$4.79M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$4.63M
5
LLY icon
Eli Lilly
LLY
+$3.75M

Top Sells

1 +$4.57M
2 +$2.83M
3 +$2.59M
4
JPM icon
JPMorgan Chase
JPM
+$2.39M
5
ELV icon
Elevance Health
ELV
+$1.88M

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
ATR icon
1051
AptarGroup
ATR
$7.42B
$1.78K ﹤0.01%
+12
HTZWW
1052
Hertz Global Holdings Warrants
HTZWW
$240M
$1.77K ﹤0.01%
785
WIW
1053
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$540M
$1.76K ﹤0.01%
200
BHF icon
1054
Brighthouse Financial
BHF
$3.06B
$1.74K ﹤0.01%
30
-11
MUJ icon
1055
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$626M
$1.69K ﹤0.01%
+150
NVT icon
1056
nVent Electric
NVT
$18.1B
$1.57K ﹤0.01%
30
RIOT icon
1057
Riot Platforms
RIOT
$7.69B
$1.57K ﹤0.01%
220
IAUM icon
1058
iShares Gold Trust Micro
IAUM
$4.69B
$1.56K ﹤0.01%
+50
TKO icon
1059
TKO Group
TKO
$15.4B
$1.53K ﹤0.01%
10
BYD icon
1060
Boyd Gaming
BYD
$6.37B
$1.53K ﹤0.01%
23
SPIR icon
1061
Spire Global
SPIR
$347M
$1.51K ﹤0.01%
187
SIRI icon
1062
SiriusXM
SIRI
$7.37B
$1.51K ﹤0.01%
+67
PJP icon
1063
Invesco Pharmaceuticals ETF
PJP
$278M
$1.49K ﹤0.01%
17
LUNR icon
1064
Intuitive Machines
LUNR
$1.36B
$1.49K ﹤0.01%
200
CRON
1065
Cronos Group
CRON
$973M
$1.45K ﹤0.01%
800
TEM
1066
Tempus AI
TEM
$15.4B
$1.45K ﹤0.01%
+30
ACWX icon
1067
iShares MSCI ACWI ex US ETF
ACWX
$7.02B
$1.44K ﹤0.01%
+26
BLND icon
1068
Blend Labs
BLND
$843M
$1.39K ﹤0.01%
415
HGTY icon
1069
Hagerty
HGTY
$1.12B
$1.36K ﹤0.01%
150
BITO icon
1070
ProShares Bitcoin Strategy ETF
BITO
$2.37B
$1.34K ﹤0.01%
73
PALL icon
1071
abrdn Physical Palladium Shares ETF
PALL
$673M
$1.27K ﹤0.01%
14
TNA icon
1072
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.37B
$1.26K ﹤0.01%
+43
ALAB icon
1073
Astera Labs
ALAB
$31.8B
$1.25K ﹤0.01%
+21
MOS icon
1074
The Mosaic Company
MOS
$8.65B
$1.25K ﹤0.01%
46
VXUS icon
1075
Vanguard Total International Stock ETF
VXUS
$108B
$1.24K ﹤0.01%
20