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
801
$12K ﹤0.01%
500
802
$12K ﹤0.01%
236
803
$12K ﹤0.01%
58
804
$12K ﹤0.01%
36
805
$12K ﹤0.01%
400
806
$11K ﹤0.01%
850
-150
807
$11K ﹤0.01%
72
808
$11K ﹤0.01%
117
-95
809
$11K ﹤0.01%
4,811
+139
810
$11K ﹤0.01%
70
-28
811
$11K ﹤0.01%
+150
812
$11K ﹤0.01%
353
+4
813
$11K ﹤0.01%
202
814
$11K ﹤0.01%
400
815
$11K ﹤0.01%
124
816
$11K ﹤0.01%
200
817
$11K ﹤0.01%
+500
818
$11K ﹤0.01%
41
+6
819
$11K ﹤0.01%
355
-82
820
$11K ﹤0.01%
400
821
$11K ﹤0.01%
+185
822
$11K ﹤0.01%
288
-750
823
$11K ﹤0.01%
164
824
$11K ﹤0.01%
198
825
$11K ﹤0.01%
1,072
+26
31 32
33
34 35