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
$1.67B
AUM Growth
-$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,195
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$4.43M
3
+$4.38M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.48M
5
IONQ icon
IonQ
IONQ
+$1.47M

Top Sells

1
+$1.95M
2
+$1.67M
3
+$1.51M
4
ROK icon
Rockwell Automation
ROK
+$1.5M
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
526
$47K ﹤0.01%
283
527
$47K ﹤0.01%
124
528
$47K ﹤0.01%
300
529
$47K ﹤0.01%
650
530
$47K ﹤0.01%
270
+40
531
$46K ﹤0.01%
411
+86
532
$46K ﹤0.01%
+4,381
533
$46K ﹤0.01%
+500
534
$45K ﹤0.01%
1,061
535
$45K ﹤0.01%
850
536
$45K ﹤0.01%
1,081
+741
537
$44K ﹤0.01%
113
-100
538
$44K ﹤0.01%
+756
539
$44K ﹤0.01%
531
540
$44K ﹤0.01%
1,250
541
$44K ﹤0.01%
563
+150
542
$42K ﹤0.01%
309
543
$42K ﹤0.01%
1,931
-100
544
$42K ﹤0.01%
767
-51
545
$42K ﹤0.01%
365
546
$42K ﹤0.01%
247
547
$42K ﹤0.01%
2,350
548
$41K ﹤0.01%
1,300
549
$41K ﹤0.01%
366
550
$40K ﹤0.01%
897
+4
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