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
776
$12.9K ﹤0.01%
600
777
$12.8K ﹤0.01%
536
+2
778
$12.7K ﹤0.01%
319
779
$12.6K ﹤0.01%
113
+111
780
$12.5K ﹤0.01%
769
-285
781
$12.4K ﹤0.01%
216
782
$12.2K ﹤0.01%
1,162
+31
783
$12.2K ﹤0.01%
1,125
-550
784
$12.1K ﹤0.01%
443
785
$12.1K ﹤0.01%
150
786
$12K ﹤0.01%
154
787
$12K ﹤0.01%
305
788
$12K ﹤0.01%
345
789
$11.8K ﹤0.01%
2,506
790
$11.7K ﹤0.01%
+175
791
$11.7K ﹤0.01%
198
792
$11.6K ﹤0.01%
242
793
$11.6K ﹤0.01%
999
794
$11.6K ﹤0.01%
1,100
-320
795
$11.5K ﹤0.01%
407
796
$11.5K ﹤0.01%
422
-1,034
797
$11.5K ﹤0.01%
170
+65
798
$11.4K ﹤0.01%
+1,250
799
$11.4K ﹤0.01%
97
+25
800
$11.4K ﹤0.01%
50
30 31
32
33 34