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
626
$32.8K ﹤0.01%
1,250
+100
627
$32.8K ﹤0.01%
115
628
$32.7K ﹤0.01%
1,197
629
$32.4K ﹤0.01%
1,055
630
$32.3K ﹤0.01%
490
631
$31.9K ﹤0.01%
273
632
$31.7K ﹤0.01%
3,000
633
$31.5K ﹤0.01%
813
634
$30.9K ﹤0.01%
773
635
$30.8K ﹤0.01%
201
636
$30.4K ﹤0.01%
1,270
637
$30.3K ﹤0.01%
750
638
$30.1K ﹤0.01%
1,386
639
$30K ﹤0.01%
750
-98
640
$29.9K ﹤0.01%
343
641
$29.8K ﹤0.01%
+1,400
642
$29.8K ﹤0.01%
1,753
643
$29.5K ﹤0.01%
300
644
$29.5K ﹤0.01%
87
645
$29.5K ﹤0.01%
1,588
646
$29.1K ﹤0.01%
619
+3
647
$29K ﹤0.01%
505
648
$28.9K ﹤0.01%
569
649
$28.8K ﹤0.01%
844
+44
650
$28.7K ﹤0.01%
360
24 25
26
27 28