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
801
$12K ﹤0.01%
400
802
$12K ﹤0.01%
500
803
$12K ﹤0.01%
236
804
$12K ﹤0.01%
58
805
$12K ﹤0.01%
36
806
$11K ﹤0.01%
70
-28
807
$11K ﹤0.01%
850
-150
808
$11K ﹤0.01%
72
809
$11K ﹤0.01%
+500
810
$11K ﹤0.01%
117
-95
811
$11K ﹤0.01%
4,811
+139
812
$11K ﹤0.01%
+150
813
$11K ﹤0.01%
353
+4
814
$11K ﹤0.01%
202
815
$11K ﹤0.01%
124
816
$11K ﹤0.01%
41
+6
817
$11K ﹤0.01%
355
-82
818
$11K ﹤0.01%
400
819
$11K ﹤0.01%
+185
820
$11K ﹤0.01%
198
821
$11K ﹤0.01%
1,072
+26
822
$11K ﹤0.01%
50
-25
823
$11K ﹤0.01%
288
-750
824
$11K ﹤0.01%
164
825
$11K ﹤0.01%
400
31 32
33
34 35