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
451
$85.1K ﹤0.01%
2,031
-1,001
452
$84.9K ﹤0.01%
1,470
-68
453
$84.5K ﹤0.01%
611
-20
454
$84.5K ﹤0.01%
905
455
$84.4K ﹤0.01%
3,784
456
$82.2K ﹤0.01%
809
457
$82K ﹤0.01%
697
+49
458
$82K ﹤0.01%
479
-55
459
$81.9K ﹤0.01%
584
+48
460
$81.7K ﹤0.01%
945
461
$80.9K ﹤0.01%
4,255
-830
462
$80.6K ﹤0.01%
2,491
+20
463
$80.3K ﹤0.01%
1,899
464
$78.8K ﹤0.01%
5,218
-2,717
465
$78.2K ﹤0.01%
334
466
$77.7K ﹤0.01%
1,000
-1,500
467
$75.7K ﹤0.01%
1,196
-150
468
$74.6K ﹤0.01%
908
469
$73.9K ﹤0.01%
152
470
$73.6K ﹤0.01%
838
471
$73.3K ﹤0.01%
732
+2
472
$72.6K ﹤0.01%
216
+91
473
$72.5K ﹤0.01%
217
+3
474
$71.7K ﹤0.01%
8,913
-17,105
475
$71.4K ﹤0.01%
1,770
17 18
19
20 21