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
501
$61.4K ﹤0.01%
650
502
$61.3K ﹤0.01%
893
503
$61.3K ﹤0.01%
415
+1
504
$60.9K ﹤0.01%
1,810
505
$60.7K ﹤0.01%
504
506
$60K ﹤0.01%
1,130
507
$59.9K ﹤0.01%
2,824
508
$59.4K ﹤0.01%
1,286
509
$58.9K ﹤0.01%
563
510
$58.5K ﹤0.01%
302
+184
511
$57.6K ﹤0.01%
300
-50
512
$57.3K ﹤0.01%
1,610
513
$57K ﹤0.01%
779
+12
514
$56.8K ﹤0.01%
512
-129
515
$56.7K ﹤0.01%
3,988
-305
516
$56K ﹤0.01%
1,265
517
$55.8K ﹤0.01%
2,214
518
$54.5K ﹤0.01%
201
519
$54.2K ﹤0.01%
629
-150
520
$54K ﹤0.01%
2,750
-250
521
$53.8K ﹤0.01%
5,000
522
$52.8K ﹤0.01%
250
523
$52.7K ﹤0.01%
1,620
524
$52.5K ﹤0.01%
824
-236
525
$51.8K ﹤0.01%
1,634
+394
19 20
21
22 23