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%
86
877
$1K ﹤0.01%
331
-621
878
$1K ﹤0.01%
+200
879
$1K ﹤0.01%
+200
880
$1K ﹤0.01%
+94
881
$1K ﹤0.01%
300
882
$1K ﹤0.01%
+17
883
$1K ﹤0.01%
278
884
$1K ﹤0.01%
110
+80
885
$1K ﹤0.01%
+530
886
$1K ﹤0.01%
208
887
$1K ﹤0.01%
75
-120
888
$1K ﹤0.01%
+500
889
$1K ﹤0.01%
100
890
– –
-286
891
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-10
892
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-144
893
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894
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895
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896
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897
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898
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899
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900
– –
-85
34 35
36
37 38