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
$1.67B
AUM Growth
-$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,196
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.21M
3
+$4.05M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.42M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.27M

Top Sells

1
+$1.95M
2
+$1.58M
3
+$1.36M
4
ROK icon
Rockwell Automation
ROK
+$1.32M
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
576
$37K ﹤0.01%
4,052
+6
577
$36K ﹤0.01%
393
578
$36K ﹤0.01%
452
+2
579
$36K ﹤0.01%
127
-25
580
$36K ﹤0.01%
1,500
581
$36K ﹤0.01%
474
582
$36K ﹤0.01%
450
583
$36K ﹤0.01%
401
-364
584
$35K ﹤0.01%
588
+1
585
$35K ﹤0.01%
3,000
586
$35K ﹤0.01%
345
+218
587
$34K ﹤0.01%
649
588
$34K ﹤0.01%
160
589
$34K ﹤0.01%
880
-900
590
$34K ﹤0.01%
2,200
591
$33K ﹤0.01%
234
592
$33K ﹤0.01%
71
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593
$33K ﹤0.01%
460
594
$33K ﹤0.01%
1,505
-131
595
$33K ﹤0.01%
402
-59
596
$33K ﹤0.01%
2,500
597
$33K ﹤0.01%
1,844
+344
598
$33K ﹤0.01%
950
599
$33K ﹤0.01%
330
-145
600
$33K ﹤0.01%
537
22 23
24
25 26