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
476
$72.8K ﹤0.01%
2,254
+1,270
477
$72.5K ﹤0.01%
498
478
$70.9K ﹤0.01%
+3,307
479
$70.6K ﹤0.01%
1,005
480
$70.1K ﹤0.01%
3,610
-645
481
$70K ﹤0.01%
1,965
+355
482
$69.8K ﹤0.01%
2,113
483
$69.8K ﹤0.01%
477
-545
484
$69.4K ﹤0.01%
1,265
485
$68.6K ﹤0.01%
+1,500
486
$68.3K ﹤0.01%
1,050
+759
487
$68.1K ﹤0.01%
152
488
$67.8K ﹤0.01%
+3,375
489
$67.7K ﹤0.01%
26,454
490
$67.1K ﹤0.01%
802
+23
491
$67K ﹤0.01%
203
492
$66.9K ﹤0.01%
3,175
493
$66.4K ﹤0.01%
512
+8
494
$66K ﹤0.01%
1,688
495
$65.4K ﹤0.01%
201
496
$64.4K ﹤0.01%
182
-35
497
$63.8K ﹤0.01%
649
+495
498
$63.6K ﹤0.01%
2,800
499
$63.1K ﹤0.01%
1,608
500
$63.1K ﹤0.01%
145
-35
18 19
20
21 22