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
576
$20K ﹤0.01%
3,000
+1,000
577
$20K ﹤0.01%
+600
578
$20K ﹤0.01%
400
579
$20K ﹤0.01%
200
580
$19K ﹤0.01%
200
581
$19K ﹤0.01%
+594
582
$19K ﹤0.01%
693
+393
583
$19K ﹤0.01%
146
+32
584
$18K ﹤0.01%
478
585
$18K ﹤0.01%
6,524
586
$18K ﹤0.01%
289
+39
587
$18K ﹤0.01%
590
588
$17K ﹤0.01%
1,818
589
$17K ﹤0.01%
830
590
$17K ﹤0.01%
+726
591
$17K ﹤0.01%
+468
592
$17K ﹤0.01%
247
+31
593
$17K ﹤0.01%
210
594
$17K ﹤0.01%
400
-300
595
$17K ﹤0.01%
2,628
+138
596
$17K ﹤0.01%
765
-955
597
$17K ﹤0.01%
200
598
$17K ﹤0.01%
2,077
+80
599
$16K ﹤0.01%
500
600
$16K ﹤0.01%
1,689
22 23
24
25 26