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
601
$32K ﹤0.01%
355
-367
602
$32K ﹤0.01%
3,569
603
$32K ﹤0.01%
1,200
604
$32K ﹤0.01%
2,000
605
$32K ﹤0.01%
700
-70
606
$32K ﹤0.01%
1,758
607
$32K ﹤0.01%
1,905
+1,850
608
$32K ﹤0.01%
975
609
$32K ﹤0.01%
200
610
$31K ﹤0.01%
785
-13
611
$31K ﹤0.01%
330
+230
612
$31K ﹤0.01%
475
613
$31K ﹤0.01%
325
-590
614
$31K ﹤0.01%
225
615
$31K ﹤0.01%
98
616
$31K ﹤0.01%
500
617
$31K ﹤0.01%
1,945
618
$30K ﹤0.01%
1,800
-600
619
$30K ﹤0.01%
2,500
620
$30K ﹤0.01%
1,000
-265
621
$30K ﹤0.01%
398
622
$29K ﹤0.01%
210
623
$29K ﹤0.01%
1,200
624
$29K ﹤0.01%
406
625
$29K ﹤0.01%
160
-30
23 24
25
26 27