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
876
$1K ﹤0.01%
+36
877
$1K ﹤0.01%
+40
878
$1K ﹤0.01%
+31
879
$1K ﹤0.01%
+15
880
$1K ﹤0.01%
+11
881
$1K ﹤0.01%
+20
882
$1K ﹤0.01%
95
+2
883
$1K ﹤0.01%
20
884
$1K ﹤0.01%
86
885
$1K ﹤0.01%
331
-621
886
$1K ﹤0.01%
+200
887
$1K ﹤0.01%
+200
888
$1K ﹤0.01%
+94
889
$1K ﹤0.01%
300
890
– –
-4,146
891
– –
-1,324
892
– –
-20
893
– –
-54
894
– –
-433
895
– –
-526
896
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-372
897
– –
-3,940
898
– –
-424
899
– –
-50
900
– –
-50
34 35
36
37 38