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
626
$29K ﹤0.01%
359
+38
627
$29K ﹤0.01%
475
-75
628
$29K ﹤0.01%
479
-15
629
$29K ﹤0.01%
211
630
$28K ﹤0.01%
608
+1
631
$28K ﹤0.01%
1,000
632
$28K ﹤0.01%
1,801
633
$28K ﹤0.01%
400
634
$28K ﹤0.01%
1,010
635
$27K ﹤0.01%
651
636
$27K ﹤0.01%
938
637
$27K ﹤0.01%
2,000
638
$27K ﹤0.01%
1,000
639
$27K ﹤0.01%
1,025
640
$27K ﹤0.01%
638
-100
641
$27K ﹤0.01%
460
642
$27K ﹤0.01%
3,500
643
$26K ﹤0.01%
6,143
-131
644
$26K ﹤0.01%
+813
645
$26K ﹤0.01%
400
646
$26K ﹤0.01%
686
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647
$26K ﹤0.01%
201
648
$26K ﹤0.01%
274
+99
649
$26K ﹤0.01%
1,380
+693
650
$25K ﹤0.01%
375
24 25
26
27 28