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
526
$56.3K ﹤0.01%
+510
527
$56.1K ﹤0.01%
1,630
+165
528
$55.9K ﹤0.01%
513
+1
529
$55.6K ﹤0.01%
835
-58
530
$55.4K ﹤0.01%
824
531
$55.3K ﹤0.01%
2,192
+824
532
$54.6K ﹤0.01%
2,214
533
$54.3K ﹤0.01%
1,608
+363
534
$53.8K ﹤0.01%
1,873
535
$53.2K ﹤0.01%
1,119
+162
536
$52.9K ﹤0.01%
2,772
537
$52.5K ﹤0.01%
477
+8
538
$52.2K ﹤0.01%
449
+48
539
$52.2K ﹤0.01%
5,000
540
$52.1K ﹤0.01%
307
541
$51.7K ﹤0.01%
1,000
542
$51.6K ﹤0.01%
377
+52
543
$51.3K ﹤0.01%
2,172
-750
544
$50.8K ﹤0.01%
781
545
$50.6K ﹤0.01%
1,001
546
$50.6K ﹤0.01%
1,433
+328
547
$50.2K ﹤0.01%
404
548
$49.8K ﹤0.01%
247
549
$49.7K ﹤0.01%
124
550
$49.1K ﹤0.01%
647
+472
20 21
22
23 24