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
776
$4K ﹤0.01%
44
777
$4K ﹤0.01%
+96
778
$4K ﹤0.01%
+100
779
$4K ﹤0.01%
25
780
$4K ﹤0.01%
+8,000
781
$4K ﹤0.01%
+25,000
782
$4K ﹤0.01%
+12,000
783
$4K ﹤0.01%
35
784
$4K ﹤0.01%
24
-94
785
$4K ﹤0.01%
+113
786
$4K ﹤0.01%
201
-3,818
787
$4K ﹤0.01%
200
788
$4K ﹤0.01%
250
789
$4K ﹤0.01%
75
+20
790
$4K ﹤0.01%
118
791
$3K ﹤0.01%
200
792
$3K ﹤0.01%
124
-550
793
$3K ﹤0.01%
+83
794
$3K ﹤0.01%
+19
795
$3K ﹤0.01%
126
796
$3K ﹤0.01%
+15
797
$3K ﹤0.01%
100
798
$3K ﹤0.01%
130
799
$3K ﹤0.01%
40
+30
800
$3K ﹤0.01%
250
-1,900
30 31
32
33 34