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
826
$2K ﹤0.01%
+54
827
$2K ﹤0.01%
+120
828
$2K ﹤0.01%
130
-214
829
$2K ﹤0.01%
+102
830
$2K ﹤0.01%
324
831
$2K ﹤0.01%
+20
832
$2K ﹤0.01%
+20
833
$2K ﹤0.01%
+1,750
834
$2K ﹤0.01%
20
835
$2K ﹤0.01%
1,000
836
$2K ﹤0.01%
400
837
$2K ﹤0.01%
67
838
$2K ﹤0.01%
+13
839
$2K ﹤0.01%
5,000
840
$2K ﹤0.01%
+17
841
$2K ﹤0.01%
+500
842
$2K ﹤0.01%
+130
843
$2K ﹤0.01%
175
844
$2K ﹤0.01%
72
-262
845
$2K ﹤0.01%
+35
846
$2K ﹤0.01%
+8
847
$1K ﹤0.01%
+3
848
$1K ﹤0.01%
+16
849
$1K ﹤0.01%
+20
850
$1K ﹤0.01%
246
-3,092
32 33
34
35 36