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
551
$44.6K ﹤0.01%
1,109
552
$44.3K ﹤0.01%
550
+75
553
$43.6K ﹤0.01%
2,350
554
$43.3K ﹤0.01%
+212
555
$42.3K ﹤0.01%
1,500
556
$42.1K ﹤0.01%
+294
557
$42K ﹤0.01%
1,245
558
$41.9K ﹤0.01%
1,105
+105
559
$41.8K ﹤0.01%
980
560
$41.8K ﹤0.01%
+675
561
$41.8K ﹤0.01%
534
562
$41.5K ﹤0.01%
1,380
-115
563
$41.5K ﹤0.01%
205
+5
564
$41.3K ﹤0.01%
902
+2
565
$41.3K ﹤0.01%
200
-60
566
$41.3K ﹤0.01%
1,305
+1,105
567
$41.1K ﹤0.01%
325
+109
568
$41.1K ﹤0.01%
57
-21
569
$40.5K ﹤0.01%
4,381
570
$40.5K ﹤0.01%
964
571
$40.3K ﹤0.01%
487
572
$40.3K ﹤0.01%
450
573
$39.8K ﹤0.01%
500
574
$39.8K ﹤0.01%
703
+3
575
$39.7K ﹤0.01%
741
21 22
23
24 25