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
651
$26.9K ﹤0.01%
161
+50
652
$26.8K ﹤0.01%
+454
653
$26.6K ﹤0.01%
360
654
$26.5K ﹤0.01%
5,395
+2,400
655
$26.5K ﹤0.01%
505
656
$26.4K ﹤0.01%
+739
657
$26.3K ﹤0.01%
2,500
658
$26.2K ﹤0.01%
700
-100
659
$26K ﹤0.01%
376
660
$25.5K ﹤0.01%
210
661
$25.3K ﹤0.01%
2,000
662
$24.9K ﹤0.01%
1,000
663
$24.6K ﹤0.01%
78
+71
664
$24.2K ﹤0.01%
398
665
$24.2K ﹤0.01%
737
666
$24.1K ﹤0.01%
1,025
667
$23.8K ﹤0.01%
556
+1
668
$23.4K ﹤0.01%
332
669
$23.4K ﹤0.01%
403
670
$23.3K ﹤0.01%
275
-355
671
$23.3K ﹤0.01%
1,204
672
$23.2K ﹤0.01%
1,256
673
$23.2K ﹤0.01%
1,500
674
$23K ﹤0.01%
1,004
675
$23K ﹤0.01%
402
25 26
27
28 29