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
$1.88B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.75M
3
+$1.95M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.88M
5
BHRB icon
Burke & Herbert Financial Services Corp
BHRB
+$1.63M

Top Sells

1
+$3.45M
2
+$3.36M
3
+$2.85M
4
MSFT icon
Microsoft
MSFT
+$2.47M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.14M

Sector Composition

1 Technology 17.26%
2 Healthcare 9.06%
3 Financials 8.49%
4 Consumer Discretionary 6.59%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$18.9K ﹤0.01%
1,050
+550
727
$18.9K ﹤0.01%
132
728
$18.8K ﹤0.01%
775
729
$18.7K ﹤0.01%
50
730
$18.7K ﹤0.01%
384
+26
731
$18.5K ﹤0.01%
+538
732
$18.3K ﹤0.01%
2,096
733
$18.3K ﹤0.01%
322
734
$18.2K ﹤0.01%
547
735
$18K ﹤0.01%
788
736
$18K ﹤0.01%
219
+98
737
$17.9K ﹤0.01%
571
738
$17.7K ﹤0.01%
600
739
$17.5K ﹤0.01%
7
740
$17.1K ﹤0.01%
559
741
$17.1K ﹤0.01%
400
742
$17K ﹤0.01%
754
-250
743
$17K ﹤0.01%
180
-15
744
$16.9K ﹤0.01%
1,550
745
$16.9K ﹤0.01%
195
-80
746
$16.8K ﹤0.01%
375
747
$16.7K ﹤0.01%
792
748
$16.7K ﹤0.01%
396
749
$16.5K ﹤0.01%
+80
750
$16.4K ﹤0.01%
876
28 29
30
31 32