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
426
$106K 0.01%
+2,064
427
$105K 0.01%
3,366
+300
428
$104K 0.01%
893
429
$104K 0.01%
2,878
-2,451
430
$103K 0.01%
1,109
+12
431
$102K 0.01%
536
+67
432
$99.5K 0.01%
645
433
$99.5K 0.01%
1,672
+62
434
$97.9K 0.01%
1,814
-1,033
435
$97.2K 0.01%
2,601
436
$96.9K 0.01%
610
+3
437
$95.1K 0.01%
642
438
$93.5K 0.01%
1,479
439
$93K 0.01%
1,307
+1
440
$88.8K 0.01%
450
-50
441
$88.8K 0.01%
2,947
+49
442
$88.3K 0.01%
2,150
443
$88.1K 0.01%
7,300
444
$88.1K 0.01%
830
445
$88K 0.01%
1,458
446
$87.9K 0.01%
735
-500
447
$87.6K 0.01%
702
+159
448
$86.9K ﹤0.01%
817
+273
449
$86.1K ﹤0.01%
3,530
-2,568
450
$85.5K ﹤0.01%
395
-40
16 17
18
19 20