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
ATR icon
1051
AptarGroup
ATR
$8.34B
$1.78K ﹤0.01%
+12
HTZWW
1052
Hertz Global Holdings Warrants
HTZWW
$183M
$1.77K ﹤0.01%
785
WIW
1053
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$526M
$1.76K ﹤0.01%
200
BHF icon
1054
Brighthouse Financial
BHF
$3.41B
$1.74K ﹤0.01%
30
-11
MUJ icon
1055
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$655M
$1.69K ﹤0.01%
+150
NVT icon
1056
nVent Electric
NVT
$18.6B
$1.57K ﹤0.01%
30
RIOT icon
1057
Riot Platforms
RIOT
$5.57B
$1.57K ﹤0.01%
220
IAUM icon
1058
iShares Gold Trust Micro
IAUM
$7.94B
$1.56K ﹤0.01%
+50
TKO icon
1059
TKO Group
TKO
$15.6B
$1.53K ﹤0.01%
10
BYD icon
1060
Boyd Gaming
BYD
$6.18B
$1.53K ﹤0.01%
23
SPIR icon
1061
Spire Global
SPIR
$359M
$1.51K ﹤0.01%
187
SIRI icon
1062
SiriusXM
SIRI
$7.58B
$1.51K ﹤0.01%
+67
PJP icon
1063
Invesco Pharmaceuticals ETF
PJP
$398M
$1.49K ﹤0.01%
17
LUNR icon
1064
Intuitive Machines
LUNR
$2.69B
$1.49K ﹤0.01%
200
CRON
1065
Cronos Group
CRON
$982M
$1.45K ﹤0.01%
800
TEM
1066
Tempus AI
TEM
$9.09B
$1.45K ﹤0.01%
+30
ACWX icon
1067
iShares MSCI ACWI ex US ETF
ACWX
$8.94B
$1.44K ﹤0.01%
+26
BLND icon
1068
Blend Labs
BLND
$390M
$1.39K ﹤0.01%
415
HGTY icon
1069
Hagerty
HGTY
$1.06B
$1.36K ﹤0.01%
150
BITO icon
1070
ProShares Bitcoin Strategy ETF
BITO
$1.91B
$1.34K ﹤0.01%
73
PALL icon
1071
abrdn Physical Palladium Shares ETF
PALL
$1B
$1.27K ﹤0.01%
14
TNA icon
1072
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.39B
$1.26K ﹤0.01%
+43
ALAB icon
1073
Astera Labs
ALAB
$21.7B
$1.25K ﹤0.01%
+21
MOS icon
1074
The Mosaic Company
MOS
$9.15B
$1.25K ﹤0.01%
46
VXUS icon
1075
Vanguard Total International Stock ETF
VXUS
$137B
$1.24K ﹤0.01%
20