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
$2.01B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$3M
3
+$2.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.57M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.94M

Top Sells

1
+$2.34M
2
+$2.2M
3
+$1.64M
4
KO icon
Coca-Cola
KO
+$1.63M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.49M

Sector Composition

1 Technology 17.38%
2 Financials 9.11%
3 Healthcare 8.33%
4 Consumer Discretionary 6.54%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-697
1202
– –
-236
1203
– –
-320
1204
– –
-5
1205
– –
-296
1206
– –
-19
1207
– –
-73
1208
– –
-185
1209
– –
-748
1210
– –
-10
1211
– –
-4,500
1212
– –
-211
1213
– –
-57
1214
– –
-78
1215
– –
-225
1216
– –
-50
1217
– –
-150
1218
– –
-695
1219
– –
-698
1220
– –
-218
1221
– –
-1,100
1222
– –
-3
1223
– –
-376
1224
– –
-2,172
1225
– –
-280
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