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
451
$88.3K ﹤0.01%
3,675
-2,120
452
$87K ﹤0.01%
584
453
$85.6K ﹤0.01%
450
454
$84.9K ﹤0.01%
7,300
455
$84.6K ﹤0.01%
2,648
-718
456
$84.1K ﹤0.01%
817
457
$80K ﹤0.01%
1,812
+42
458
$79.6K ﹤0.01%
1,332
-100
459
$79.5K ﹤0.01%
474
-5
460
$78.5K ﹤0.01%
838
461
$77.8K ﹤0.01%
850
462
$77.7K ﹤0.01%
733
+1
463
$77.6K ﹤0.01%
1,382
464
$77K ﹤0.01%
2,989
465
$77K ﹤0.01%
905
466
$76.7K ﹤0.01%
650
467
$76.4K ﹤0.01%
1,190
+60
468
$75.9K ﹤0.01%
2,521
+30
469
$75.5K ﹤0.01%
1,470
470
$75.5K ﹤0.01%
+3,040
471
$74.8K ﹤0.01%
500
472
$74.7K ﹤0.01%
384
+82
473
$74.2K ﹤0.01%
3,088
-442
474
$73.5K ﹤0.01%
882
-257
475
$73.5K ﹤0.01%
611
17 18
19
20 21