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
701
$20K ﹤0.01%
302
+102
702
$20K ﹤0.01%
400
703
$20K ﹤0.01%
332
704
$20K ﹤0.01%
361
705
$19K ﹤0.01%
119
-60
706
$19K ﹤0.01%
775
707
$19K ﹤0.01%
350
-108
708
$19K ﹤0.01%
600
709
$19K ﹤0.01%
150
710
$19K ﹤0.01%
445
711
$19K ﹤0.01%
246
712
$19K ﹤0.01%
2,392
713
$19K ﹤0.01%
2,320
714
$19K ﹤0.01%
909
-36
715
$18K ﹤0.01%
503
716
$18K ﹤0.01%
336
717
$18K ﹤0.01%
150
718
$18K ﹤0.01%
2,096
719
$18K ﹤0.01%
625
720
$18K ﹤0.01%
285
+180
721
$18K ﹤0.01%
221
+1
722
$17K ﹤0.01%
400
723
$17K ﹤0.01%
194
+77
724
$17K ﹤0.01%
113
725
$17K ﹤0.01%
262
27 28
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30 31