SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$2.77M
2
+$2.08M
3
+$1.52M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.49M
5
LLY icon
Eli Lilly
LLY
+$917K

Top Sells

1
+$2.2M
2
+$1.52M
3
+$1.45M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.13M

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
676
$22.6K ﹤0.01%
83
677
$22.5K ﹤0.01%
63
678
$22.4K ﹤0.01%
153
679
$22.3K ﹤0.01%
1,905
680
$22.1K ﹤0.01%
559
681
$22.1K ﹤0.01%
+900
682
$21.8K ﹤0.01%
284
683
$21.8K ﹤0.01%
202
+200
684
$21.7K ﹤0.01%
1,139
685
$21.6K ﹤0.01%
96
+38
686
$21.6K ﹤0.01%
402
687
$21.5K ﹤0.01%
246
688
$21.4K ﹤0.01%
1,941
689
$21.4K ﹤0.01%
685
690
$21.3K ﹤0.01%
120
-50
691
$21.2K ﹤0.01%
610
-150
692
$21.1K ﹤0.01%
416
+205
693
$20.8K ﹤0.01%
121
694
$20.4K ﹤0.01%
322
+178
695
$20.1K ﹤0.01%
+445
696
$19.8K ﹤0.01%
941
+5
697
$19.8K ﹤0.01%
85
698
$19.6K ﹤0.01%
792
699
$19.5K ﹤0.01%
345
+240
700
$19.5K ﹤0.01%
1,200
26 27
28
29 30