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
376
$129K 0.01%
6,905
377
$125K 0.01%
1,479
378
$124K 0.01%
2,279
-99
379
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1,073
+25
380
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558
381
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1,338
382
$120K 0.01%
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-11
383
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384
$118K 0.01%
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385
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5,344
-1,470
386
$118K 0.01%
723
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387
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388
$115K 0.01%
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389
$113K 0.01%
773
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390
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3,428
-3,531
391
$112K 0.01%
400
392
$112K 0.01%
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393
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2,389
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396
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1,680
397
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1,133
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398
$108K 0.01%
+332
399
$108K 0.01%
6,524
400
$108K 0.01%
944
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16
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