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
401
$107K 0.01%
3,450
+1,200
402
$106K 0.01%
1,847
+1,812
403
$106K 0.01%
1,030
404
$105K 0.01%
948
405
$104K 0.01%
381
+54
406
$103K 0.01%
2,145
407
$102K 0.01%
682
+270
408
$102K 0.01%
961
+100
409
$101K 0.01%
1,538
410
$100K 0.01%
1,170
+2
411
$100K 0.01%
937
412
$99K 0.01%
7,300
413
$99K 0.01%
2,150
414
$98K 0.01%
2,855
415
$96K 0.01%
509
+37
416
$95K 0.01%
2,093
417
$95K 0.01%
1,500
418
$94K 0.01%
1,034
-90
419
$94K 0.01%
560
-50
420
$94K 0.01%
1,660
421
$94K 0.01%
3,784
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422
$93K 0.01%
3,672
423
$92K 0.01%
2,918
424
$91K 0.01%
2,297
425
$91K 0.01%
1,304
+1
15 16
17
18 19