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
751
$15K ﹤0.01%
200
752
$15K ﹤0.01%
410
753
$15K ﹤0.01%
111
-50
754
$15K ﹤0.01%
50
755
$15K ﹤0.01%
1,000
756
$15K ﹤0.01%
287
+3
757
$15K ﹤0.01%
5,066
-2,000
758
$15K ﹤0.01%
700
759
$14K ﹤0.01%
389
760
$14K ﹤0.01%
1,200
761
$14K ﹤0.01%
+974
762
$14K ﹤0.01%
+1,500
763
$14K ﹤0.01%
200
764
$14K ﹤0.01%
600
765
$14K ﹤0.01%
2,303
+31
766
$14K ﹤0.01%
531
+250
767
$14K ﹤0.01%
214
768
$14K ﹤0.01%
353
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769
$14K ﹤0.01%
630
770
$14K ﹤0.01%
65
771
$14K ﹤0.01%
2,995
772
$14K ﹤0.01%
+512
773
$14K ﹤0.01%
50
-10
774
$14K ﹤0.01%
2,000
775
$13K ﹤0.01%
117
29 30
31
32 33