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
351
$178K 0.01%
2,565
+603
352
$174K 0.01%
9,959
+503
353
$173K 0.01%
2,287
354
$173K 0.01%
1,575
355
$172K 0.01%
2,165
-37
356
$172K 0.01%
820
357
$172K 0.01%
1,673
+575
358
$172K 0.01%
5,795
-2,795
359
$171K 0.01%
15,000
-1,000
360
$170K 0.01%
2,237
+9
361
$170K 0.01%
7,700
+1,590
362
$170K 0.01%
1,258
-100
363
$167K 0.01%
4,089
+1,389
364
$166K 0.01%
2,043
+50
365
$165K 0.01%
15,468
-1,901
366
$163K 0.01%
13,594
367
$163K 0.01%
1,328
+84
368
$163K 0.01%
12,067
369
$163K 0.01%
3,000
+1,500
370
$163K 0.01%
1,184
+103
371
$161K 0.01%
1,883
372
$159K 0.01%
5,244
373
$159K 0.01%
6,524
374
$158K 0.01%
9,523
-500
375
$156K 0.01%
2,297
13 14
15
16 17