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
$1.67B
AUM Growth
-$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,196
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.21M
3
+$4.05M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.42M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.27M

Top Sells

1
+$1.95M
2
+$1.58M
3
+$1.36M
4
ROK icon
Rockwell Automation
ROK
+$1.32M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.1M

Sector Composition

1 Technology 15.16%
2 Healthcare 10.87%
3 Financials 8.99%
4 Consumer Discretionary 6.6%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$155K 0.01%
1,635
-8
352
$154K 0.01%
1,575
353
$154K 0.01%
2,026
+187
354
$154K 0.01%
1,843
355
$153K 0.01%
2,312
-350
356
$153K 0.01%
4,470
-320
357
$147K 0.01%
744
358
$147K 0.01%
698
+220
359
$144K 0.01%
2,843
+1
360
$142K 0.01%
6,765
+21
361
$141K 0.01%
683
362
$141K 0.01%
1,280
+609
363
$140K 0.01%
2,989
+240
364
$139K 0.01%
927
365
$138K 0.01%
4,653
366
$137K 0.01%
1,664
+1,500
367
$137K 0.01%
2,167
-25
368
$136K 0.01%
2,000
+1,000
369
$135K 0.01%
1,433
370
$133K 0.01%
850
371
$133K 0.01%
14,761
-1,000
372
$133K 0.01%
1,940
373
$132K 0.01%
448
-896
374
$131K 0.01%
3,655
+645
375
$130K 0.01%
7,270
+138
13 14
15
16 17