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
476
$63K ﹤0.01%
620
-1
477
$63K ﹤0.01%
1,305
478
$63K ﹤0.01%
411
+1
479
$62K ﹤0.01%
+1,000
480
$62K ﹤0.01%
1,450
-250
481
$62K ﹤0.01%
5,001
482
$61K ﹤0.01%
504
483
$61K ﹤0.01%
1,190
484
$61K ﹤0.01%
350
-200
485
$60K ﹤0.01%
1,185
+3
486
$60K ﹤0.01%
561
-11
487
$59K ﹤0.01%
830
-100
488
$58K ﹤0.01%
457
-15
489
$58K ﹤0.01%
498
490
$57K ﹤0.01%
1,688
491
$57K ﹤0.01%
779
492
$57K ﹤0.01%
901
493
$57K ﹤0.01%
4,000
494
$57K ﹤0.01%
435
+375
495
$56K ﹤0.01%
559
+59
496
$56K ﹤0.01%
534
497
$56K ﹤0.01%
5,000
498
$55K ﹤0.01%
300
-100
499
$55K ﹤0.01%
2,025
500
$55K ﹤0.01%
180
18 19
20
21 22