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
851
$1K ﹤0.01%
121
852
$1K ﹤0.01%
+20
853
$1K ﹤0.01%
+37
854
$1K ﹤0.01%
21
-70
855
$1K ﹤0.01%
12
-126
856
$1K ﹤0.01%
200
857
$1K ﹤0.01%
+32
858
$1K ﹤0.01%
+62
859
$1K ﹤0.01%
+20
860
$1K ﹤0.01%
+300
861
$1K ﹤0.01%
+60
862
$1K ﹤0.01%
+61
863
$1K ﹤0.01%
+55
864
$1K ﹤0.01%
+250
865
$1K ﹤0.01%
+72
866
$1K ﹤0.01%
+37
867
$1K ﹤0.01%
+35
868
$1K ﹤0.01%
+36
869
$1K ﹤0.01%
+40
870
$1K ﹤0.01%
+31
871
$1K ﹤0.01%
+15
872
$1K ﹤0.01%
+11
873
$1K ﹤0.01%
+20
874
$1K ﹤0.01%
95
+2
875
$1K ﹤0.01%
20
33 34
35
36 37