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
401
$62K 0.01%
562
+474
402
$61K 0.01%
709
-734
403
$61K 0.01%
1,500
404
$61K 0.01%
1,127
405
$61K 0.01%
1,680
406
$60K 0.01%
1,060
-155
407
$60K 0.01%
1,238
408
$60K 0.01%
500
409
$60K 0.01%
4,478
410
$59K 0.01%
5,000
-1,400
411
$59K 0.01%
801
412
$58K 0.01%
471
+171
413
$58K 0.01%
2,050
-17,515
414
$57K 0.01%
4,000
-1,200
415
$56K 0.01%
828
+28
416
$56K 0.01%
4,760
+3,993
417
$56K 0.01%
400
418
$56K 0.01%
340
419
$55K 0.01%
367
-163
420
$55K 0.01%
1,660
421
$55K 0.01%
363
+63
422
$55K 0.01%
2,550
423
$54K ﹤0.01%
765
424
$54K ﹤0.01%
409
425
$54K ﹤0.01%
+2,000
15 16
17
18 19