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
726
$17.2K ﹤0.01%
7
727
$16.9K ﹤0.01%
+291
728
$16.8K ﹤0.01%
288
729
$16.7K ﹤0.01%
782
730
$16.7K ﹤0.01%
158
731
$16.6K ﹤0.01%
375
732
$16.6K ﹤0.01%
900
733
$16.6K ﹤0.01%
160
734
$16.6K ﹤0.01%
944
-900
735
$16.4K ﹤0.01%
75
-85
736
$16.2K ﹤0.01%
+2,000
737
$16.2K ﹤0.01%
600
738
$16.1K ﹤0.01%
400
739
$15.9K ﹤0.01%
588
-828
740
$15.8K ﹤0.01%
355
741
$15.7K ﹤0.01%
389
742
$15.5K ﹤0.01%
235
743
$15.5K ﹤0.01%
1,791
-201
744
$15.4K ﹤0.01%
79
+7
745
$15.2K ﹤0.01%
974
746
$15.2K ﹤0.01%
175
747
$15.2K ﹤0.01%
+109
748
$15.2K ﹤0.01%
50
749
$15.2K ﹤0.01%
1,600
-500
750
$15.2K ﹤0.01%
975
28 29
30
31 32