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%
+250
752
$5K ﹤0.01%
124
753
$5K ﹤0.01%
80
+60
754
$5K ﹤0.01%
181
755
$5K ﹤0.01%
+383
756
$5K ﹤0.01%
25
757
$5K ﹤0.01%
+358
758
$5K ﹤0.01%
1,000
759
$5K ﹤0.01%
+123
760
$5K ﹤0.01%
800
761
$5K ﹤0.01%
103
762
$5K ﹤0.01%
176
763
$5K ﹤0.01%
100
764
$5K ﹤0.01%
59
765
$5K ﹤0.01%
2,175
766
$5K ﹤0.01%
+2,000
767
$5K ﹤0.01%
70
768
$4K ﹤0.01%
35
769
$4K ﹤0.01%
24
-94
770
$4K ﹤0.01%
+113
771
$4K ﹤0.01%
201
-3,818
772
$4K ﹤0.01%
200
773
$4K ﹤0.01%
250
774
$4K ﹤0.01%
75
+20
775
$4K ﹤0.01%
+170
29 30
31
32 33