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
776
$13.9K ﹤0.01%
+650
777
$13.8K ﹤0.01%
+241
778
$13.8K ﹤0.01%
236
779
$13.7K ﹤0.01%
+324
780
$13.6K ﹤0.01%
688
+8
781
$13.5K ﹤0.01%
216
782
$13.5K ﹤0.01%
1,000
783
$13.5K ﹤0.01%
296
784
$13.5K ﹤0.01%
691
+593
785
$13.5K ﹤0.01%
418
-4
786
$13.3K ﹤0.01%
263
-103
787
$13.3K ﹤0.01%
395
-108
788
$13.3K ﹤0.01%
999
+51
789
$13.3K ﹤0.01%
43
790
$13.1K ﹤0.01%
115
-4,272
791
$13K ﹤0.01%
974
792
$12.9K ﹤0.01%
113
793
$12.9K ﹤0.01%
50
794
$12.8K ﹤0.01%
57
+53
795
$12.7K ﹤0.01%
1,125
796
$12.6K ﹤0.01%
150
797
$12.6K ﹤0.01%
345
798
$12.6K ﹤0.01%
1,559
799
$12.5K ﹤0.01%
1,195
+33
800
$12.3K ﹤0.01%
+483
30 31
32
33 34