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
776
$13K ﹤0.01%
185
777
$13K ﹤0.01%
531
+2
778
$13K ﹤0.01%
+111
779
$13K ﹤0.01%
656
+6
780
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43
+10
781
$13K ﹤0.01%
876
782
$13K ﹤0.01%
380
+180
783
$13K ﹤0.01%
300
-100
784
$13K ﹤0.01%
242
785
$13K ﹤0.01%
+58
786
$13K ﹤0.01%
533
787
$13K ﹤0.01%
117
788
$13K ﹤0.01%
100
789
$13K ﹤0.01%
201
790
$13K ﹤0.01%
188
791
$13K ﹤0.01%
136
792
$12K ﹤0.01%
50
-27
793
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794
$12K ﹤0.01%
100
795
$12K ﹤0.01%
345
796
$12K ﹤0.01%
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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