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
626
$29.9K ﹤0.01%
813
627
$29.9K ﹤0.01%
+2,400
628
$29.9K ﹤0.01%
350
629
$29.6K ﹤0.01%
98
630
$29.4K ﹤0.01%
2,500
631
$29.4K ﹤0.01%
+500
632
$29.4K ﹤0.01%
490
+84
633
$29.2K ﹤0.01%
750
634
$29K ﹤0.01%
400
635
$28.8K ﹤0.01%
87
636
$28.8K ﹤0.01%
658
637
$28.7K ﹤0.01%
2,500
+2,000
638
$28.4K ﹤0.01%
200
639
$28.3K ﹤0.01%
200
640
$28.2K ﹤0.01%
569
+25
641
$28.1K ﹤0.01%
300
642
$28K ﹤0.01%
1,010
643
$27.9K ﹤0.01%
343
644
$27.8K ﹤0.01%
616
+4
645
$27.6K ﹤0.01%
1,386
+2
646
$27.3K ﹤0.01%
1,588
+83
647
$27.2K ﹤0.01%
201
648
$27.1K ﹤0.01%
185
649
$27K ﹤0.01%
698
650
$27K ﹤0.01%
273
24 25
26
27 28