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
251
$538K 0.03%
19,934
+191
252
$492K 0.03%
4,199
+10
253
$489K 0.03%
3,220
+601
254
$484K 0.03%
3,501
-16
255
$481K 0.03%
2,908
-44
256
$480K 0.03%
19,160
+12,890
257
$480K 0.03%
9,599
+99
258
$479K 0.03%
7,494
+1,753
259
$477K 0.03%
22,634
+258
260
$461K 0.03%
6,085
-245
261
$460K 0.03%
9,616
-1
262
$458K 0.03%
4,006
+16
263
$454K 0.03%
4,025
-385
264
$433K 0.02%
283
265
$429K 0.02%
1,881
-22
266
$421K 0.02%
5,599
-1,325
267
$394K 0.02%
2,111
+90
268
$393K 0.02%
5,727
+139
269
$391K 0.02%
2,279
+586
270
$387K 0.02%
5,067
-1,243
271
$385K 0.02%
15,780
-195
272
$382K 0.02%
2,055
-561
273
$381K 0.02%
5,940
-130
274
$368K 0.02%
9,324
+498
275
$363K 0.02%
4,248
-726
9 10
11
12 13