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
501
$54K ﹤0.01%
675
502
$54K ﹤0.01%
294
503
$54K ﹤0.01%
610
+1
504
$54K ﹤0.01%
+24,000
505
$53K ﹤0.01%
224
+64
506
$53K ﹤0.01%
1,500
507
$53K ﹤0.01%
1,223
508
$53K ﹤0.01%
520
509
$52K ﹤0.01%
739
-200
510
$52K ﹤0.01%
300
-9
511
$51K ﹤0.01%
976
-54
512
$51K ﹤0.01%
4,000
513
$51K ﹤0.01%
5,000
514
$51K ﹤0.01%
537
-45
515
$50K ﹤0.01%
1,465
516
$50K ﹤0.01%
203
-31
517
$49K ﹤0.01%
534
518
$49K ﹤0.01%
300
-30
519
$49K ﹤0.01%
2,900
520
$49K ﹤0.01%
78
+63
521
$49K ﹤0.01%
2,144
-204
522
$48K ﹤0.01%
621
+500
523
$48K ﹤0.01%
1,000
524
$48K ﹤0.01%
500
525
$47K ﹤0.01%
2,540
19 20
21
22 23