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
751
$15.1K ﹤0.01%
291
+1
752
$15K ﹤0.01%
75
753
$15K ﹤0.01%
50
754
$14.6K ﹤0.01%
400
755
$14.5K ﹤0.01%
+110
756
$14.4K ﹤0.01%
195
+91
757
$14.3K ﹤0.01%
50
758
$14.3K ﹤0.01%
876
759
$14.2K ﹤0.01%
201
760
$14.1K ﹤0.01%
43
761
$14.1K ﹤0.01%
58
762
$14.1K ﹤0.01%
536
-2,901
763
$14K ﹤0.01%
119
764
$14K ﹤0.01%
948
+301
765
$13.9K ﹤0.01%
100
766
$13.8K ﹤0.01%
541
+1
767
$13.6K ﹤0.01%
70
-297
768
$13.6K ﹤0.01%
221
769
$13.5K ﹤0.01%
500
-200
770
$13.5K ﹤0.01%
400
771
$13.4K ﹤0.01%
867
772
$13.4K ﹤0.01%
236
773
$13.4K ﹤0.01%
+246
774
$13.3K ﹤0.01%
315
775
$13.3K ﹤0.01%
680
+9
29 30
31
32 33