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
551
$49K ﹤0.01%
1,436
+56
552
$48K ﹤0.01%
1,199
-700
553
$48K ﹤0.01%
534
554
$47.9K ﹤0.01%
1,271
+1,020
555
$47.8K ﹤0.01%
5,000
556
$47.3K ﹤0.01%
309
557
$47.3K ﹤0.01%
4,000
558
$47.2K ﹤0.01%
495
559
$46.9K ﹤0.01%
1,500
560
$46.5K ﹤0.01%
550
561
$45.6K ﹤0.01%
300
562
$45.5K ﹤0.01%
1,440
+100
563
$45.3K ﹤0.01%
10,895
+5,500
564
$45.2K ﹤0.01%
200
565
$44.9K ﹤0.01%
230
566
$44.6K ﹤0.01%
205
567
$43.9K ﹤0.01%
212
568
$43.7K ﹤0.01%
2,583
+233
569
$43.7K ﹤0.01%
980
570
$43.4K ﹤0.01%
741
571
$43.4K ﹤0.01%
3,459
-1,759
572
$43.3K ﹤0.01%
3,720
-5,193
573
$43.1K ﹤0.01%
1,305
574
$42.8K ﹤0.01%
920
+18
575
$42.7K ﹤0.01%
675
21 22
23
24 25