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
601
$33.5K ﹤0.01%
1,197
-3,456
602
$33.4K ﹤0.01%
957
603
$33.3K ﹤0.01%
1,368
604
$33.2K ﹤0.01%
507
+2
605
$33K ﹤0.01%
996
+10
606
$32.8K ﹤0.01%
285
+75
607
$32.8K ﹤0.01%
590
608
$32.6K ﹤0.01%
+1,178
609
$32.6K ﹤0.01%
415
-335
610
$32.5K ﹤0.01%
1,800
611
$32.5K ﹤0.01%
261
+6
612
$32.4K ﹤0.01%
3,000
613
$32.1K ﹤0.01%
+720
614
$32K ﹤0.01%
115
615
$31.7K ﹤0.01%
2,200
616
$31.7K ﹤0.01%
1,217
617
$31.7K ﹤0.01%
4,046
+9
618
$31.3K ﹤0.01%
400
-76
619
$31K ﹤0.01%
102
620
$31K ﹤0.01%
1,055
-200
621
$30.8K ﹤0.01%
984
622
$30.6K ﹤0.01%
1,150
623
$30.6K ﹤0.01%
1,753
624
$30K ﹤0.01%
70
625
$30K ﹤0.01%
1,270
23 24
25
26 27