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
651
$25K ﹤0.01%
415
652
$25K ﹤0.01%
343
653
$25K ﹤0.01%
658
654
$25K ﹤0.01%
1,200
+1,000
655
$25K ﹤0.01%
178
-100
656
$25K ﹤0.01%
200
657
$25K ﹤0.01%
300
658
$24K ﹤0.01%
216
659
$24K ﹤0.01%
685
660
$24K ﹤0.01%
239
+20
661
$24K ﹤0.01%
554
662
$24K ﹤0.01%
502
+100
663
$24K ﹤0.01%
1,941
664
$24K ﹤0.01%
1,139
+139
665
$23K ﹤0.01%
964
+820
666
$23K ﹤0.01%
115
667
$23K ﹤0.01%
80
668
$23K ﹤0.01%
940
669
$23K ﹤0.01%
1,720
+1,400
670
$23K ﹤0.01%
211
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671
$23K ﹤0.01%
737
672
$23K ﹤0.01%
698
673
$22K ﹤0.01%
284
674
$22K ﹤0.01%
555
+1
675
$22K ﹤0.01%
1,897
-1
25 26
27
28 29