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
$1.8B
AUM Growth
-$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.82M
3
+$1.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.2M

Top Sells

1
+$1.91M
2
+$1.45M
3
+$1.29M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.17M

Sector Composition

1 Technology 16.89%
2 Healthcare 9.07%
3 Financials 8.63%
4 Consumer Discretionary 6.52%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$16 ﹤0.01%
2
1177
– –
0
1178
$15 ﹤0.01%
1
1179
$10 ﹤0.01%
1
1180
$9 ﹤0.01%
2
1181
$7 ﹤0.01%
1
1182
– –
0
1183
– –
0
1184
– –
-185
1185
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-445
1186
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-30
1187
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-248
1188
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-483
1189
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1190
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-240
1191
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-754
1192
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-250
1193
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1194
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-619
1195
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1196
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1197
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-1,199
1198
– –
-532
1199
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-28
1200
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-214
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