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
676
$25.1K ﹤0.01%
4,060
+14
677
$25.1K ﹤0.01%
1,000
678
$24.9K ﹤0.01%
210
679
$24.8K ﹤0.01%
737
680
$24.7K ﹤0.01%
1,139
681
$24.7K ﹤0.01%
+699
682
$24.6K ﹤0.01%
1,200
683
$24.1K ﹤0.01%
1,256
684
$24K ﹤0.01%
318
-1,247
685
$23.7K ﹤0.01%
600
-100
686
$23.6K ﹤0.01%
685
687
$23.3K ﹤0.01%
1,025
688
$23.3K ﹤0.01%
398
689
$23.2K ﹤0.01%
175
-119
690
$23.1K ﹤0.01%
63
691
$23K ﹤0.01%
+748
692
$22.8K ﹤0.01%
403
693
$22.7K ﹤0.01%
124
+28
694
$22.6K ﹤0.01%
720
+313
695
$22.6K ﹤0.01%
247
-168
696
$22.5K ﹤0.01%
332
697
$22.4K ﹤0.01%
1,500
698
$22.4K ﹤0.01%
288
699
$22.3K ﹤0.01%
+679
700
$22.2K ﹤0.01%
900
26 27
28
29 30