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
751
$5K ﹤0.01%
100
752
$5K ﹤0.01%
59
753
$5K ﹤0.01%
2,175
754
$5K ﹤0.01%
+2,000
755
$5K ﹤0.01%
70
756
$5K ﹤0.01%
133
757
$5K ﹤0.01%
900
758
$5K ﹤0.01%
305
759
$5K ﹤0.01%
+250
760
$5K ﹤0.01%
124
761
$5K ﹤0.01%
80
+60
762
$5K ﹤0.01%
181
763
$5K ﹤0.01%
+383
764
$5K ﹤0.01%
25
765
$5K ﹤0.01%
+358
766
$5K ﹤0.01%
1,000
767
$5K ﹤0.01%
+123
768
$4K ﹤0.01%
+170
769
$4K ﹤0.01%
123
770
$4K ﹤0.01%
100
771
$4K ﹤0.01%
284
772
$4K ﹤0.01%
57
-80
773
$4K ﹤0.01%
+360
774
$4K ﹤0.01%
+50
775
$4K ﹤0.01%
210
-270
29 30
31
32 33