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
526
$51.7K ﹤0.01%
230
527
$51.5K ﹤0.01%
124
528
$51.4K ﹤0.01%
469
529
$51.3K ﹤0.01%
680
-30
530
$50.3K ﹤0.01%
302
-52
531
$50.3K ﹤0.01%
1,000
532
$50.2K ﹤0.01%
1,465
533
$50.1K ﹤0.01%
1,001
-60
534
$49.9K ﹤0.01%
5,000
535
$49.7K ﹤0.01%
781
-99
536
$48.9K ﹤0.01%
3,100
537
$48.8K ﹤0.01%
4,000
538
$47.9K ﹤0.01%
309
539
$47.8K ﹤0.01%
1,873
540
$47.7K ﹤0.01%
+150
541
$47.6K ﹤0.01%
795
+493
542
$47.6K ﹤0.01%
960
543
$46.7K ﹤0.01%
404
544
$46.4K ﹤0.01%
495
545
$46K ﹤0.01%
247
546
$45.6K ﹤0.01%
970
-80
547
$45.4K ﹤0.01%
+1,533
548
$45.3K ﹤0.01%
300
549
$45.3K ﹤0.01%
2,472
550
$45.1K ﹤0.01%
401
20 21
22
23 24