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
776
$13K ﹤0.01%
100
777
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201
778
$13K ﹤0.01%
+111
779
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656
+6
780
$13K ﹤0.01%
+200
781
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185
782
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531
+2
783
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43
+10
784
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876
785
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188
786
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136
787
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380
+180
788
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300
-100
789
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242
790
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+58
791
$13K ﹤0.01%
533
792
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793
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794
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50
-27
795
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796
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350
+250
797
$12K ﹤0.01%
135
-40
798
$12K ﹤0.01%
27
799
$12K ﹤0.01%
263
800
$12K ﹤0.01%
216
30 31
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