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
501
$62.9K ﹤0.01%
1,544
-487
502
$61.8K ﹤0.01%
960
503
$61.5K ﹤0.01%
550
504
$61.5K ﹤0.01%
650
-30
505
$60.7K ﹤0.01%
7,281
-3,850
506
$60.7K ﹤0.01%
2,750
507
$60.6K ﹤0.01%
322
+20
508
$60.3K ﹤0.01%
2,084
-1,956
509
$60.2K ﹤0.01%
3,784
510
$60K ﹤0.01%
1,109
511
$60K ﹤0.01%
1,810
512
$59.8K ﹤0.01%
2,824
513
$59.8K ﹤0.01%
5,302
-11,766
514
$59.3K ﹤0.01%
1,609
515
$59.1K ﹤0.01%
2,232
516
$59K ﹤0.01%
415
517
$59K ﹤0.01%
420
+220
518
$58.8K ﹤0.01%
6,761
-8,000
519
$58.7K ﹤0.01%
1,620
520
$58.5K ﹤0.01%
1,287
+1
521
$58.1K ﹤0.01%
149
-67
522
$57.6K ﹤0.01%
1,500
523
$56.7K ﹤0.01%
4,169
+181
524
$56.5K ﹤0.01%
250
-50
525
$56.5K ﹤0.01%
250
19 20
21
22 23