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
701
$7K ﹤0.01%
+655
702
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+898
703
$7K ﹤0.01%
1,350
-550
704
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210
705
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706
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701
707
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708
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709
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315
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710
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711
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100
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476
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500
714
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870
715
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1,331
-3,154
716
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66
717
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719
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900
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721
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242
722
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267
723
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724
$7K ﹤0.01%
+460
725
$6K ﹤0.01%
+152