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
376
$154K 0.01%
2,888
-1,555
377
$154K 0.01%
591
378
$153K 0.01%
1,725
379
$151K 0.01%
426
+16
380
$151K 0.01%
1,217
+155
381
$151K 0.01%
776
+59
382
$151K 0.01%
1,870
+1,067
383
$150K 0.01%
+2,479
384
$149K 0.01%
1,197
+159
385
$149K 0.01%
4,454
-50
386
$149K 0.01%
113
-15
387
$147K 0.01%
624
-3,535
388
$143K 0.01%
1,940
389
$136K 0.01%
2,184
+6
390
$134K 0.01%
+4,275
391
$133K 0.01%
1,029
+98
392
$130K 0.01%
1,534
393
$130K 0.01%
14,761
394
$128K 0.01%
975
395
$127K 0.01%
3,471
+61
396
$126K 0.01%
1,146
+80
397
$126K 0.01%
7,881
-6,786
398
$125K 0.01%
1,030
399
$124K 0.01%
850
400
$123K 0.01%
181
-2
14 15
16
17 18