SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$2.77M
2
+$2.08M
3
+$1.52M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.49M
5
LLY icon
Eli Lilly
LLY
+$917K

Top Sells

1
+$2.2M
2
+$1.52M
3
+$1.45M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.13M

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
476
$71.3K ﹤0.01%
2,922
477
$71.2K ﹤0.01%
500
478
$71.1K ﹤0.01%
1,005
479
$70.2K ﹤0.01%
498
+280
480
$69.5K ﹤0.01%
180
481
$69.5K ﹤0.01%
850
482
$67.8K ﹤0.01%
681
483
$67.6K ﹤0.01%
11,131
-4,725
484
$67.6K ﹤0.01%
203
485
$67.2K ﹤0.01%
2,989
486
$67K ﹤0.01%
700
487
$66.9K ﹤0.01%
26,454
488
$66.5K ﹤0.01%
2,800
489
$66.3K ﹤0.01%
+2,113
490
$65.6K ﹤0.01%
1,608
+5
491
$64.9K ﹤0.01%
3,175
492
$64.6K ﹤0.01%
307
-555
493
$63.5K ﹤0.01%
2,772
-804
494
$63K ﹤0.01%
550
-294
495
$63K ﹤0.01%
1,688
496
$62.8K ﹤0.01%
1,609
-135
497
$62.5K ﹤0.01%
1,382
498
$62.3K ﹤0.01%
1,500
499
$62K ﹤0.01%
2,232
-1,368
500
$62K ﹤0.01%
1,432
+209
18 19
20
21 22