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
651
$28.6K ﹤0.01%
98
652
$28.4K ﹤0.01%
1,500
-300
653
$28.2K ﹤0.01%
658
654
$28K ﹤0.01%
848
-2,030
655
$27.9K ﹤0.01%
1,010
656
$27.8K ﹤0.01%
+506
657
$27.5K ﹤0.01%
813
+74
658
$27.4K ﹤0.01%
1,204
659
$27.4K ﹤0.01%
382
+6
660
$27.3K ﹤0.01%
121
661
$27.2K ﹤0.01%
161
662
$27.2K ﹤0.01%
148
+69
663
$27K ﹤0.01%
427
+384
664
$26.8K ﹤0.01%
+695
665
$26.6K ﹤0.01%
145
666
$26.4K ﹤0.01%
200
667
$26.3K ﹤0.01%
205
-56
668
$26.2K ﹤0.01%
454
669
$26K ﹤0.01%
402
670
$26K ﹤0.01%
1,500
671
$26K ﹤0.01%
977
672
$25.5K ﹤0.01%
2,500
673
$25.3K ﹤0.01%
153
674
$25.2K ﹤0.01%
556
675
$25.1K ﹤0.01%
+880
25 26
27
28 29