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
276
$362K 0.02%
2,930
277
$362K 0.02%
7,917
-6,113
278
$357K 0.02%
809
-5
279
$352K 0.02%
2,424
280
$350K 0.02%
9,356
+2,409
281
$350K 0.02%
7,542
+58
282
$345K 0.02%
6,473
283
$340K 0.02%
9,710
-3,154
284
$336K 0.02%
3,404
+7
285
$336K 0.02%
974
-212
286
$330K 0.02%
2,135
+6
287
$328K 0.02%
3,964
+1,046
288
$327K 0.02%
16,557
+3,000
289
$326K 0.02%
3,444
290
$321K 0.02%
17,990
+119
291
$321K 0.02%
2,432
+1
292
$318K 0.02%
12,277
+400
293
$314K 0.02%
+7,000
294
$313K 0.02%
5,735
295
$312K 0.02%
6,642
-180
296
$310K 0.02%
5,886
297
$309K 0.02%
3,176
+2,660
298
$308K 0.02%
8,755
-125
299
$308K 0.02%
17,706
+1,180
300
$307K 0.02%
4,625
10 11
12
13 14