SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,216
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.01M
3
+$1.62M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.5M
5
LLY icon
Eli Lilly
LLY
+$933K

Top Sells

1
+$2.17M
2
+$1.56M
3
+$1.47M
4
NVDA icon
NVIDIA
NVDA
+$1.39M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.21M

Sector Composition

1 Technology 16.17%
2 Healthcare 9.61%
3 Financials 8.46%
4 Consumer Discretionary 6.31%
5 Consumer Staples 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$794K 0.05%
2,386
-58
227
$762K 0.04%
2,995
-151
228
$757K 0.04%
29,580
+3,905
229
$729K 0.04%
10,898
-766
230
$717K 0.04%
4,961
-100
231
$714K 0.04%
11,239
-945
232
$711K 0.04%
4,964
-1,046
233
$703K 0.04%
6,931
-74
234
$687K 0.04%
30,145
-2,710
235
$680K 0.04%
2,747
-35
236
$678K 0.04%
13,299
-500
237
$670K 0.04%
1,783
+14
238
$657K 0.04%
6,184
-135
239
$647K 0.04%
6,019
+2
240
$639K 0.04%
18,649
-50
241
$622K 0.04%
6,342
+372
242
$617K 0.04%
7,437
+358
243
$602K 0.03%
6,616
-282
244
$598K 0.03%
3,612
-7
245
$587K 0.03%
4,387
+648
246
$586K 0.03%
1,269
+111
247
$585K 0.03%
4,603
+54
248
$581K 0.03%
8,713
-1,098
249
$579K 0.03%
19,327
-67
250
$563K 0.03%
5,834
+766
8 9
10
11 12