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
676
$22K ﹤0.01%
+1,037
677
$22K ﹤0.01%
1,000
+438
678
$22K ﹤0.01%
315
679
$22K ﹤0.01%
400
680
$22K ﹤0.01%
862
+662
681
$22K ﹤0.01%
118
682
$22K ﹤0.01%
1,687
-313
683
$21K ﹤0.01%
10
684
$21K ﹤0.01%
600
685
$21K ﹤0.01%
1,004
686
$21K ﹤0.01%
630
687
$21K ﹤0.01%
1,247
688
$21K ﹤0.01%
1,500
689
$21K ﹤0.01%
+410
690
$21K ﹤0.01%
300
691
$21K ﹤0.01%
1,253
692
$20K ﹤0.01%
268
-944
693
$20K ﹤0.01%
100
694
$20K ﹤0.01%
214
+89
695
$20K ﹤0.01%
358
696
$20K ﹤0.01%
+185
697
$20K ﹤0.01%
604
+1
698
$20K ﹤0.01%
116
+56
699
$20K ﹤0.01%
216
700
$20K ﹤0.01%
145
-100
26 27
28
29 30