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
26
$14.8M 0.84%
150,999
+1,722
27
$14.2M 0.8%
288,390
-3,276
28
$13.8M 0.78%
251,869
+27,533
29
$12.4M 0.71%
62,084
-1,713
30
$11.9M 0.68%
96,970
-6,866
31
$11.8M 0.67%
41,193
+72
32
$11.6M 0.66%
150,743
+7,969
33
$11.6M 0.66%
116,234
-3,352
34
$11.3M 0.64%
147,665
-8,471
35
$11.2M 0.64%
102,564
+644
36
$10.9M 0.62%
59,667
-2,988
37
$10.8M 0.61%
64,655
+1,404
38
$10.7M 0.61%
21,456
+439
39
$10.2M 0.58%
45,337
-150
40
$10.1M 0.58%
15,144
-658
41
$10.1M 0.58%
193,725
-1,044
42
$9.75M 0.55%
59,099
-1,389
43
$9.71M 0.55%
115,903
-3,602
44
$9.62M 0.55%
29,422
-104
45
$9.28M 0.53%
24,073
-319
46
$9.01M 0.51%
102,590
-793
47
$9M 0.51%
60,551
-3,716
48
$8.73M 0.5%
18,996
+107
49
$8.62M 0.49%
43,141
-1,984
50
$8.44M 0.48%
121,822
-1,689
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