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
$1.88B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.75M
3
+$1.95M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.88M
5
BHRB icon
Burke & Herbert Financial Services Corp
BHRB
+$1.63M

Top Sells

1
+$3.45M
2
+$3.36M
3
+$2.85M
4
MSFT icon
Microsoft
MSFT
+$2.47M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.14M

Sector Composition

1 Technology 17.26%
2 Healthcare 9.06%
3 Financials 8.49%
4 Consumer Discretionary 6.59%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$111K 0.01%
770
427
$111K 0.01%
860
-60
428
$109K 0.01%
893
429
$108K 0.01%
334
430
$108K 0.01%
937
431
$107K 0.01%
2,489
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432
$106K 0.01%
982
-1,541
433
$105K 0.01%
850
434
$105K 0.01%
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435
$102K 0.01%
1,739
-1,168
436
$100K 0.01%
1,698
+26
437
$99.8K 0.01%
1,479
438
$99.2K 0.01%
1,097
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439
$98.8K 0.01%
857
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440
$98.8K 0.01%
2,947
441
$97.6K 0.01%
1,308
+1
442
$95.7K 0.01%
2,440
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$94.2K 0.01%
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444
$93.5K 0.01%
614
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445
$93.1K 0.01%
830
446
$92.8K ﹤0.01%
1,644
-170
447
$92.4K ﹤0.01%
2,150
448
$92K ﹤0.01%
1,458
449
$91.1K ﹤0.01%
2,684
+2
450
$88.6K ﹤0.01%
945
16 17
18
19 20