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
301
$306K 0.02%
4,530
+238
302
$303K 0.02%
3,138
-3,129
303
$301K 0.02%
1,960
+150
304
$298K 0.02%
8,612
+5
305
$298K 0.02%
3,288
306
$297K 0.02%
1,504
+77
307
$296K 0.02%
12,600
308
$289K 0.02%
1,186
-50
309
$288K 0.02%
1,948
+141
310
$286K 0.02%
3,059
+309
311
$278K 0.02%
1,227
+1
312
$277K 0.02%
2,523
+890
313
$275K 0.02%
6,550
314
$271K 0.02%
3,168
-900
315
$271K 0.02%
3,457
-352
316
$270K 0.02%
4,375
-1,075
317
$269K 0.02%
5,300
-800
318
$261K 0.01%
2,651
+80
319
$254K 0.01%
3,190
-25
320
$249K 0.01%
1,217
+816
321
$243K 0.01%
3,291
+3,279
322
$238K 0.01%
10,539
+3,735
323
$232K 0.01%
20,500
324
$231K 0.01%
10,645
+84
325
$230K 0.01%
2,625
+337
11 12
13
14 15