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
$1.1B
AUM Growth
-$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$2.59M
3
+$2.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.09M
5
SBUX icon
Starbucks
SBUX
+$1.55M

Top Sells

1
+$1.32M
2
+$1.02M
3
+$915K
4
ROK icon
Rockwell Automation
ROK
+$912K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$840K

Sector Composition

1 Technology 13.8%
2 Healthcare 10.99%
3 Financials 9.49%
4 Consumer Discretionary 6.89%
5 Communication Services 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$148K 0.01%
7,095
+5,000
302
$146K 0.01%
688
+566
303
$145K 0.01%
3,190
-145
304
$145K 0.01%
1,631
+802
305
$139K 0.01%
2,774
306
$136K 0.01%
2,391
+29
307
$136K 0.01%
978
+13
308
$135K 0.01%
2,238
309
$131K 0.01%
3,765
+1,200
310
$129K 0.01%
96
-476
311
$128K 0.01%
7,530
+3,680
312
$125K 0.01%
1,750
-175
313
$124K 0.01%
8,692
314
$121K 0.01%
4,486
-376
315
$121K 0.01%
2,450
-250
316
$120K 0.01%
1,293
+27
317
$119K 0.01%
3,951
318
$119K 0.01%
1,676
-558
319
$119K 0.01%
1,413
320
$119K 0.01%
1,520
-175
321
$119K 0.01%
1,878
+52
322
$117K 0.01%
7,900
-500
323
$116K 0.01%
+2,218
324
$116K 0.01%
4,653
325
$115K 0.01%
2,490
11 12
13
14 15