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
576
$39.5K ﹤0.01%
1,806
577
$38.9K ﹤0.01%
848
578
$38.7K ﹤0.01%
1,744
-2,700
579
$38.7K ﹤0.01%
1,340
+49
580
$37.5K ﹤0.01%
+450
581
$37.4K ﹤0.01%
3,569
582
$37.4K ﹤0.01%
600
583
$37.2K ﹤0.01%
+453
584
$36.8K ﹤0.01%
473
+1
585
$36.6K ﹤0.01%
341
586
$36.4K ﹤0.01%
802
+2
587
$36.3K ﹤0.01%
1,200
588
$36.3K ﹤0.01%
225
589
$36K ﹤0.01%
1,210
590
$36K ﹤0.01%
474
591
$35.9K ﹤0.01%
460
592
$35.8K ﹤0.01%
200
593
$35.3K ﹤0.01%
1,660
594
$35.1K ﹤0.01%
+800
595
$34.8K ﹤0.01%
950
596
$34.7K ﹤0.01%
698
597
$34.2K ﹤0.01%
554
598
$34K ﹤0.01%
393
599
$33.7K ﹤0.01%
773
600
$33.6K ﹤0.01%
400
-131