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
601
$16K ﹤0.01%
230
+15
602
$16K ﹤0.01%
464
603
$16K ﹤0.01%
169
604
$16K ﹤0.01%
2,206
605
$16K ﹤0.01%
87
-25
606
$16K ﹤0.01%
300
607
$16K ﹤0.01%
414
608
$15K ﹤0.01%
506
+81
609
$15K ﹤0.01%
250
+102
610
$15K ﹤0.01%
325
+21
611
$15K ﹤0.01%
685
612
$15K ﹤0.01%
475
-446
613
$15K ﹤0.01%
153
614
$15K ﹤0.01%
134
+16
615
$15K ﹤0.01%
62
-63
616
$15K ﹤0.01%
125
+40
617
$15K ﹤0.01%
497
-100
618
$15K ﹤0.01%
+2,000
619
$14K ﹤0.01%
164
+15
620
$14K ﹤0.01%
1,048
+200
621
$14K ﹤0.01%
382
+82
622
$14K ﹤0.01%
176
623
$14K ﹤0.01%
381
+26
624
$14K ﹤0.01%
+446
625
$14K ﹤0.01%
1,000
23 24
25
26 27