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
51
$8.35M 0.47%
40,869
+350
52
$8.26M 0.47%
33,528
-888
53
$8.05M 0.46%
28,191
-1,150
54
$8.03M 0.46%
102,437
-2,618
55
$7.76M 0.44%
48,692
-211
56
$7.63M 0.43%
35,992
-351
57
$7.53M 0.43%
33,428
-17
58
$7.39M 0.42%
79,511
-1,542
59
$7.23M 0.41%
77,940
-2,893
60
$6.97M 0.4%
133,070
+6,898
61
$6.84M 0.39%
45,771
-1,270
62
$6.73M 0.38%
41,246
-557
63
$6.39M 0.36%
39,152
-24
64
$6.38M 0.36%
91,480
+2,003
65
$6.19M 0.35%
83,339
+2,265
66
$6.12M 0.35%
12,960
-751
67
$6.04M 0.34%
30,632
-546
68
$5.97M 0.34%
87,554
-2,028
69
$5.96M 0.34%
14,437
+1,332
70
$5.91M 0.34%
146,220
+269
71
$5.91M 0.34%
18,401
-696
72
$5.88M 0.33%
116,938
-23,968
73
$5.88M 0.33%
102,131
+3,869
74
$5.78M 0.33%
38,245
-3,899
75
$5.5M 0.31%
28,783
-958
1 2
3
4 5