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
726
$6K ﹤0.01%
500
727
$6K ﹤0.01%
221
728
$6K ﹤0.01%
769
+12
729
$6K ﹤0.01%
1,572
+45
730
$6K ﹤0.01%
+142
731
$6K ﹤0.01%
180
732
$6K ﹤0.01%
+12
733
$6K ﹤0.01%
+56
734
$6K ﹤0.01%
123
+25
735
$6K ﹤0.01%
+500
736
$6K ﹤0.01%
85
-294
737
$6K ﹤0.01%
33
-61
738
$6K ﹤0.01%
+1,149
739
$6K ﹤0.01%
113
+10
740
$6K ﹤0.01%
1,175
+1,000
741
$6K ﹤0.01%
1,200
742
$6K ﹤0.01%
450
-450
743
$6K ﹤0.01%
700
-600
744
$6K ﹤0.01%
230
-2,000
745
$6K ﹤0.01%
+1,600
746
$6K ﹤0.01%
380
-490
747
$6K ﹤0.01%
100
748
$5K ﹤0.01%
133
749
$5K ﹤0.01%
900
750
$5K ﹤0.01%
305
28 29
30
31 32