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
801
$3K ﹤0.01%
11
-34
802
$3K ﹤0.01%
+81
803
$3K ﹤0.01%
+100
804
$3K ﹤0.01%
+12,000
805
$3K ﹤0.01%
128
806
$3K ﹤0.01%
+460
807
$3K ﹤0.01%
+148
808
$3K ﹤0.01%
58
809
$3K ﹤0.01%
290
+85
810
$3K ﹤0.01%
500
811
$3K ﹤0.01%
532
812
$2K ﹤0.01%
+13
813
$2K ﹤0.01%
5,000
814
$2K ﹤0.01%
+17
815
$2K ﹤0.01%
+500
816
$2K ﹤0.01%
+130
817
$2K ﹤0.01%
175
818
$2K ﹤0.01%
72
-262
819
$2K ﹤0.01%
+35
820
$2K ﹤0.01%
+8
821
$2K ﹤0.01%
+108
822
$2K ﹤0.01%
548
823
$2K ﹤0.01%
+42
824
$2K ﹤0.01%
200
825
$2K ﹤0.01%
+200
31 32
33
34 35