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
651
$11K ﹤0.01%
236
652
$11K ﹤0.01%
400
653
$11K ﹤0.01%
236
654
$11K ﹤0.01%
220
655
$11K ﹤0.01%
+193
656
$11K ﹤0.01%
150
657
$11K ﹤0.01%
1,200
658
$11K ﹤0.01%
178
-178
659
$11K ﹤0.01%
579
660
$11K ﹤0.01%
1,000
661
$11K ﹤0.01%
300
-100
662
$11K ﹤0.01%
600
663
$11K ﹤0.01%
75
664
$10K ﹤0.01%
300
665
$10K ﹤0.01%
120
666
$10K ﹤0.01%
553
-160
667
$10K ﹤0.01%
110
-40
668
$10K ﹤0.01%
400
669
$10K ﹤0.01%
+62
670
$10K ﹤0.01%
600
671
$10K ﹤0.01%
603
672
$10K ﹤0.01%
414
+257
673
$10K ﹤0.01%
214
674
$10K ﹤0.01%
280
675
$10K ﹤0.01%
195
25 26
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