SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
1,195
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$4.43M
3
+$4.38M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.48M
5
IONQ icon
IonQ
IONQ
+$1.47M

Top Sells

1
+$1.95M
2
+$1.67M
3
+$1.51M
4
ROK icon
Rockwell Automation
ROK
+$1.5M
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%
50
752
$15K ﹤0.01%
50
753
$15K ﹤0.01%
287
+3
754
$15K ﹤0.01%
5,066
-2,000
755
$15K ﹤0.01%
700
756
$15K ﹤0.01%
225
757
$15K ﹤0.01%
200
758
$15K ﹤0.01%
410
759
$14K ﹤0.01%
200
760
$14K ﹤0.01%
630
761
$14K ﹤0.01%
2,995
762
$14K ﹤0.01%
+512
763
$14K ﹤0.01%
50
-10
764
$14K ﹤0.01%
389
765
$14K ﹤0.01%
1,200
766
$14K ﹤0.01%
+974
767
$14K ﹤0.01%
+1,500
768
$14K ﹤0.01%
2,303
+31
769
$14K ﹤0.01%
531
+250
770
$14K ﹤0.01%
214
771
$14K ﹤0.01%
353
-101
772
$14K ﹤0.01%
2,000
773
$14K ﹤0.01%
600
774
$14K ﹤0.01%
65
775
$13K ﹤0.01%
+200
29 30
31
32 33