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
401
$123K 0.01%
2,042
+197
402
$123K 0.01%
2,789
-319
403
$122K 0.01%
6,450
404
$122K 0.01%
937
405
$121K 0.01%
460
406
$121K 0.01%
9,619
+224
407
$121K 0.01%
1,800
408
$121K 0.01%
1,980
409
$120K 0.01%
1,565
+3
410
$120K 0.01%
770
411
$119K 0.01%
1,022
412
$118K 0.01%
332
413
$118K 0.01%
643
+33
414
$117K 0.01%
948
415
$116K 0.01%
1,139
-1,215
416
$114K 0.01%
2,682
-397
417
$114K 0.01%
2,100
+1,700
418
$113K 0.01%
2,930
+75
419
$112K 0.01%
1,483
420
$112K 0.01%
1,680
421
$108K 0.01%
4,040
+2,040
422
$107K 0.01%
1,660
423
$107K 0.01%
400
424
$107K 0.01%
920
-64
425
$106K 0.01%
1,256
15 16
17
18 19