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
$1.88B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.75M
3
+$1.95M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.88M
5
BHRB icon
Burke & Herbert Financial Services Corp
BHRB
+$1.63M

Top Sells

1
+$3.45M
2
+$3.36M
3
+$2.85M
4
MSFT icon
Microsoft
MSFT
+$2.47M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.14M

Sector Composition

1 Technology 17.26%
2 Healthcare 9.06%
3 Financials 8.49%
4 Consumer Discretionary 6.59%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$189K 0.01%
2,647
+82
352
$187K 0.01%
3,000
353
$183K 0.01%
3,519
+3,452
354
$182K 0.01%
1,297
+322
355
$181K 0.01%
3,684
356
$179K 0.01%
1,673
357
$176K 0.01%
461
+35
358
$176K 0.01%
3,408
359
$175K 0.01%
1,870
360
$175K 0.01%
3,816
+1,027
361
$174K 0.01%
1,186
+2
362
$174K 0.01%
2,249
+12
363
$173K 0.01%
1,725
364
$173K 0.01%
1,575
365
$172K 0.01%
2,552
+2,382
366
$172K 0.01%
240
+1
367
$172K 0.01%
1,197
368
$172K 0.01%
494
-140
369
$169K 0.01%
1,002
+360
370
$169K 0.01%
6,428
+6,148
371
$168K 0.01%
4,204
+115
372
$164K 0.01%
3,490
-358
373
$163K 0.01%
15,168
-300
374
$163K 0.01%
6,524
375
$162K 0.01%
+3,758
13 14
15
16 17