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
451
$75K ﹤0.01%
1,899
452
$75K ﹤0.01%
432
+222
453
$74K ﹤0.01%
150
454
$73K ﹤0.01%
1,660
455
$73K ﹤0.01%
1,308
-37
456
$72K ﹤0.01%
2,004
457
$71K ﹤0.01%
1,737
458
$69K ﹤0.01%
1,397
+1,161
459
$69K ﹤0.01%
529
+79
460
$68K ﹤0.01%
689
461
$67K ﹤0.01%
141
+3
462
$67K ﹤0.01%
808
463
$67K ﹤0.01%
830
464
$67K ﹤0.01%
1,088
-82
465
$66K ﹤0.01%
99
466
$66K ﹤0.01%
3,911
+1
467
$65K ﹤0.01%
905
468
$65K ﹤0.01%
685
469
$65K ﹤0.01%
569
470
$65K ﹤0.01%
543
471
$64K ﹤0.01%
860
-20
472
$64K ﹤0.01%
509
473
$64K ﹤0.01%
695
-80
474
$64K ﹤0.01%
857
475
$63K ﹤0.01%
737
17 18
19
20 21