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
$1.76B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,216
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.01M
3
+$1.62M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.5M
5
LLY icon
Eli Lilly
LLY
+$933K

Top Sells

1
+$2.17M
2
+$1.56M
3
+$1.47M
4
NVDA icon
NVIDIA
NVDA
+$1.39M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.21M

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
701
$19.5K ﹤0.01%
1,500
702
$19.3K ﹤0.01%
145
703
$19.3K ﹤0.01%
358
704
$19.2K ﹤0.01%
396
-9
705
$18.9K ﹤0.01%
977
-300
706
$18.9K ﹤0.01%
503
707
$18.8K ﹤0.01%
224
+1
708
$18.6K ﹤0.01%
571
+196
709
$18.6K ﹤0.01%
195
710
$18.6K ﹤0.01%
318
711
$18.5K ﹤0.01%
1,012
712
$18.5K ﹤0.01%
214
713
$18.4K ﹤0.01%
788
+313
714
$18.4K ﹤0.01%
2,096
715
$18.4K ﹤0.01%
132
716
$18.2K ﹤0.01%
475
717
$18.2K ﹤0.01%
775
718
$18.2K ﹤0.01%
136
719
$18.1K ﹤0.01%
1,885
+1,235
720
$18.1K ﹤0.01%
547
721
$18K ﹤0.01%
400
722
$17.9K ﹤0.01%
600
723
$17.5K ﹤0.01%
366
724
$17.4K ﹤0.01%
322
725
$17.2K ﹤0.01%
1,550
-15,950
27 28
29
30 31