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
526
$26K ﹤0.01%
2,080
527
$26K ﹤0.01%
61
+13
528
$26K ﹤0.01%
+788
529
$26K ﹤0.01%
1,783
530
$26K ﹤0.01%
481
531
$26K ﹤0.01%
200
532
$26K ﹤0.01%
435
+60
533
$25K ﹤0.01%
537
534
$25K ﹤0.01%
20
535
$25K ﹤0.01%
590
536
$25K ﹤0.01%
2,400
537
$25K ﹤0.01%
400
538
$25K ﹤0.01%
2,528
+400
539
$25K ﹤0.01%
+284
540
$24K ﹤0.01%
374
541
$24K ﹤0.01%
+2,375
542
$24K ﹤0.01%
250
543
$24K ﹤0.01%
200
544
$24K ﹤0.01%
313
545
$24K ﹤0.01%
425
-65
546
$24K ﹤0.01%
594
+145
547
$23K ﹤0.01%
331
-231
548
$23K ﹤0.01%
2,320
-170
549
$23K ﹤0.01%
950
550
$23K ﹤0.01%
975
-285
20 21
22
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