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
326
$228K 0.01%
1,692
+9
327
$228K 0.01%
625
+248
328
$227K 0.01%
2,854
+554
329
$222K 0.01%
4,630
330
$222K 0.01%
1,063
331
$220K 0.01%
4,296
332
$214K 0.01%
3,853
+6
333
$213K 0.01%
478
+12
334
$205K 0.01%
1,531
+1,095
335
$205K 0.01%
2,250
336
$203K 0.01%
573
-25
337
$199K 0.01%
9,490
-1,298
338
$197K 0.01%
17,068
+12,067
339
$196K 0.01%
239
340
$195K 0.01%
1,583
341
$195K 0.01%
3,124
+2,587
342
$194K 0.01%
634
-95
343
$193K 0.01%
4,007
-500
344
$190K 0.01%
3,848
-3,035
345
$187K 0.01%
5,671
+25
346
$183K 0.01%
3,408
347
$181K 0.01%
2,907
-153
348
$181K 0.01%
3,684
+349
349
$180K 0.01%
1,592
350
$179K 0.01%
751
+86
12 13
14
15 16