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
576
$41.6K ﹤0.01%
3,100
577
$41.5K ﹤0.01%
53
-4
578
$41.5K ﹤0.01%
500
579
$41.4K ﹤0.01%
3,569
580
$41.3K ﹤0.01%
596
-33
581
$41.3K ﹤0.01%
2,200
582
$40.4K ﹤0.01%
1,806
583
$40.3K ﹤0.01%
496
+43
584
$40K ﹤0.01%
600
585
$39.7K ﹤0.01%
1,660
586
$39.1K ﹤0.01%
964
587
$38.7K ﹤0.01%
460
588
$38.6K ﹤0.01%
437
-50
589
$38.6K ﹤0.01%
1,210
590
$38.5K ﹤0.01%
870
-100
591
$38.4K ﹤0.01%
820
+100
592
$38.2K ﹤0.01%
450
593
$38.2K ﹤0.01%
1,744
594
$38K ﹤0.01%
326
+41
595
$37.9K ﹤0.01%
341
596
$37.8K ﹤0.01%
2,028
+2,027
597
$37.7K ﹤0.01%
225
598
$37.5K ﹤0.01%
+966
599
$37.3K ﹤0.01%
+374
600
$37.2K ﹤0.01%
70
22 23
24
25 26