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
1201
– –
-1,000
1202
– –
-20
1203
– –
-7,000
1204
– –
-403
1205
– –
-437
1206
– –
-2,000
1207
– –
-144
1208
– –
-4
1209
– –
-373
1210
– –
-46
1211
– –
-92
1212
– –
-750
1213
– –
-12
1214
– –
-84
1215
– –
-242
1216
– –
-40
1217
– –
-292
1218
– –
-80
1219
– –
-74
1220
– –
-98
1221
– –
-1,001
1222
– –
-205
1223
– –
-1,000
1224
– –
-356
1225
– –
-241
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