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
1051
-11
1052
-82
1053
-48
1054
-28
1055
-1,100
1056
-13
1057
-15
1058
-45
1059
-450
1060
-56
1061
-9
1062
-2,660
1063
-13
1064
-82
1065
-7
1066
-72
1067
-225
1068
-38
1069
-6
1070
-25
1071
-7
1072
-278
1073
-2
1074
-181
1075
-110