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Latest Sandy Spring Bank Stock Portfolio

$2.38Billion | No. of Holdings #1209

Sandy Spring Bank Performance

2025 Q1-4.35%
YTD-4.35%
2024+6.90%

About Sandy Spring Bank and 13F Hedge Fund Stock Holdings

Sandy Spring Bank is a hedge fund based in Mclean, VA. On 2025-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sandy Spring Bank reported an equity portfolio of $2.4 Billions as of 31 Mar, 2025. <br><br> The top stock holdings of Sandy Spring Bank are IJR, IJR, AAPL. The fund has invested 6.1% of it's portfolio in ISHARES TR and 5.7% of portfolio in ISHARES S&P 500 INDEX FUND. <br><br> The fund managers got completely rid off SPDR BLOOMBERG BARCLAYS EMERGING MKT BOND ETF (BIL), AKAMAI TECHNOLOGIES INC (AKAM) and BEACON ROOFING SUPPLY INC (BECN) stocks. They significantly reduced their stock positions in WALGREENS BOOTS ALLIANCE INC (WBA), INVESTMENT MANAGERS SER TR II (CHGX) and SYNCHRONY FINANCIAL (SYF). Sandy Spring Bank opened new stock positions in BERKSHIRE HATHAWAY INC DEL, BLACKROCK ETF TRUST II (HYMU) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to CLOUDFLARE INC (NET), FIDELITY COVINGTON TRUST (FBCG) and CME GROUP INC (CME).
Sandy Spring Bank Equity Portfolio Value
Last Reported on: 12 May, 2025
$2.38Billion
  as of May 12, 2025

Sandy Spring Bank Annual Return Estimates Vs S&P 500

Our best estimate is that Sandy Spring Bank made a return of -4.35% in the last quarter. In trailing 12 months, it's portfolio return was 0.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
berkshire hathaway inc del4,790,650
blackrock etf trust ii538,187
ishares tr117,310
bny mellon mun income inc101,389
fidelity covington trust96,107
New stocks bought by Sandy Spring Bank

Additions

Ticker% Inc.
cloudflare inc7,900
fidelity covington trust3,020
cbre group inc533
ishares bitcoin trust etf375
arista networks inc186
canadian nat res ltd150
invesco exchange traded fd t122
first tr exchange traded fd92.86
Additions to existing portfolio by Sandy Spring Bank

Reductions

Ticker% Reduced
estee lauder companies cl a-72.49
ecolab inc.-60.13
mettler-toledo international inc-60.07
nxp semiconductors n v-58.64
revvity inc-56.04
comcast corporation class a-53.77
ishares-53.73
altria group, inc-53.55
Sandy Spring Bank reduced stake in above stock

Sold off

None of the stocks were completely sold off by Sandy Spring Bank

Sector Distribution

Sandy Spring Bank has about 47.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Industrials
  • Communication Services
  • Consumer Defensive
  • Energy
Sector%
Others47.7
Technology16.1
Financial Services7.5
Healthcare6.3
Consumer Cyclical6
Industrials4.6
Communication Services4.4
Consumer Defensive3.2
Energy1.8

Market Cap. Distribution

Sandy Spring Bank has about 51.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED47.7
MEGA-CAP28.9
LARGE-CAP22.4

Stocks belong to which Index?

About 50.2% of the stocks held by Sandy Spring Bank either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50050.2
Others49.1
Top 5 Winners (%)%
FUBO
fubotv inc
131.8 %
CVS
cvs health corp
50.9 %
MKFG
markforged holding corporation
49.0 %
SAGE
sage therapeutics inc
46.4 %
CELH
celsius hldgs inc
31.5 %
Top 5 Winners ($)$
RTX
raytheon technologies corp
2.8 M
JNJ
johnson & johnson
2.2 M
ABT
abbott laboratories
2.1 M
AMT
american tower corp
1.6 M
V
visa inc a
1.5 M
Top 5 Losers (%)%
SOUN
soundhound ai inc
-69.7 %
NRGV
energy vault holdings inc
-69.5 %
OVID
ovid therapeutics inc
-66.6 %
MYSZ
my size inc
-66.5 %
ADAP
adaptimmune therapeutics plc
-63.4 %
Top 5 Losers ($)$
NVDA
nvidia corp
-18.5 M
AAPL
apple, inc.
-13.5 M
IJR
ishares tr
-9.9 M
MSFT
microsoft corp
-9.3 M
AMZN
amazon com inc
-7.6 M

Sandy Spring Bank Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sandy Spring Bank

Sandy Spring Bank has 1209 stocks in it's portfolio. About 34.5% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. RTX was the most profitable stock for Sandy Spring Bank last quarter.

$2.37BTotal Value
500Positions
12 May, 2025Last Reported
Current holdings of Current Stock Holdings of Sandy Spring Bank, last reported on 12 May, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares

Ishares

AAXJ
Sandy Spring Bank's holding in Ishares over time
0.01%4,392
$230.7K
0.01%
decreased 53.73 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sandy Spring Bank's holding in Ishares Tr over time
0.01%1,565
$179.8K
0.01%
increased 88.1 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sandy Spring Bank's holding in Ishares Tr over time
0%1,483
$117.0K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sandy Spring Bank's holding in Ishares Tr over time
0%1,536
$97.6K
0%
decreased 29.15 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sandy Spring Bank's holding in Ishares Tr over time
0%1,453
$87.4K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr Msci Eafe Growth Fd Etf

Ishares Tr Msci Eafe Growth Fd Etf

AAXJ
Sandy Spring Bank's holding in Ishares Tr Msci Eafe Growth Fd Etf over time
0%767
$76.7K
0%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Sandy Spring Bank's holding in Dbx Etf Tr over time
0.11%58,252
$2.52M
0.11%
increased 82.77 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Sandy Spring Bank's holding in Ishares Tr over time
1.53%917,606
$36.42M
1.53%
increased 39.82 percentadded
ACWF
Ishares Ibonds Dec 2025 Corp Etf

Ishares Ibonds Dec 2025 Corp Etf

ACWF
Sandy Spring Bank's holding in Ishares Ibonds Dec 2025 Corp Etf over time
0.22%213,139
$5.36M
0.22%
decreased 2.19 percentreduced
ACWF
Ishares Exponential Technology Etf

Ishares Exponential Technology Etf

ACWF
Sandy Spring Bank's holding in Ishares Exponential Technology Etf over time
0.02%7,634
$439.4K
0.02%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Sandy Spring Bank's holding in Ishares Tr over time
0.01%3,001
$185.4K
0.01%
decreased 22.43 percentreduced