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
451
$46K ﹤0.01%
840
452
$45K ﹤0.01%
1,357
-171
453
$45K ﹤0.01%
3,500
-550
454
$44K ﹤0.01%
+1,360
455
$44K ﹤0.01%
1,305
+940
456
$44K ﹤0.01%
4,000
+3,000
457
$44K ﹤0.01%
9,000
+5,500
458
$44K ﹤0.01%
+1,000
459
$44K ﹤0.01%
5,500
+2,000
460
$43K ﹤0.01%
425
-1,355
461
$42K ﹤0.01%
20,000
462
$42K ﹤0.01%
2,054
463
$42K ﹤0.01%
1,260
+55
464
$42K ﹤0.01%
860
465
$41K ﹤0.01%
1,720
+805
466
$41K ﹤0.01%
1,399
+81
467
$41K ﹤0.01%
1,273
+773
468
$41K ﹤0.01%
2,296
469
$41K ﹤0.01%
458
+400
470
$40K ﹤0.01%
840
+440
471
$40K ﹤0.01%
330
+83
472
$40K ﹤0.01%
488
+45
473
$40K ﹤0.01%
+932
474
$39K ﹤0.01%
124
+9
475
$39K ﹤0.01%
2,000
17 18
19
20 21