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
751
$16.4K ﹤0.01%
61
+11
752
$16.4K ﹤0.01%
975
753
$16.1K ﹤0.01%
400
754
$16K ﹤0.01%
600
755
$16K ﹤0.01%
2,000
756
$15.8K ﹤0.01%
400
757
$15.8K ﹤0.01%
87
-33
758
$15.6K ﹤0.01%
944
759
$15.6K ﹤0.01%
355
760
$15.4K ﹤0.01%
767
-2
761
$15.4K ﹤0.01%
294
+3
762
$15.3K ﹤0.01%
588
763
$15.2K ﹤0.01%
1,200
-1,200
764
$15.1K ﹤0.01%
782
765
$15K ﹤0.01%
235
766
$14.7K ﹤0.01%
500
767
$14.7K ﹤0.01%
160
768
$14.7K ﹤0.01%
99
+78
769
$14.7K ﹤0.01%
50
770
$14.4K ﹤0.01%
100
771
$14.4K ﹤0.01%
119
772
$14.4K ﹤0.01%
70
773
$14.2K ﹤0.01%
75
774
$14.1K ﹤0.01%
900
775
$14K ﹤0.01%
201
29 30
31
32 33