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
726
$17K ﹤0.01%
475
727
$17K ﹤0.01%
4,000
728
$17K ﹤0.01%
+900
729
$17K ﹤0.01%
+236
730
$17K ﹤0.01%
121
731
$17K ﹤0.01%
+709
732
$17K ﹤0.01%
2,506
733
$16K ﹤0.01%
295
734
$16K ﹤0.01%
202
735
$16K ﹤0.01%
375
736
$16K ﹤0.01%
150
737
$16K ﹤0.01%
350
738
$16K ﹤0.01%
233
-26
739
$16K ﹤0.01%
230
740
$16K ﹤0.01%
1,682
-118
741
$16K ﹤0.01%
225
742
$16K ﹤0.01%
284
+144
743
$16K ﹤0.01%
300
-13
744
$16K ﹤0.01%
446
745
$16K ﹤0.01%
132
746
$16K ﹤0.01%
505
747
$15K ﹤0.01%
975
748
$15K ﹤0.01%
+1,000
749
$15K ﹤0.01%
103
750
$15K ﹤0.01%
225
28 29
30
31 32