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
801
$11.3K ﹤0.01%
350
802
$11.3K ﹤0.01%
55
-50
803
$11.2K ﹤0.01%
154
804
$11.2K ﹤0.01%
129
-106
805
$11.1K ﹤0.01%
296
806
$11.1K ﹤0.01%
185
807
$11.1K ﹤0.01%
50
808
$11K ﹤0.01%
200
809
$10.9K ﹤0.01%
75
810
$10.9K ﹤0.01%
100
811
$10.8K ﹤0.01%
125
+50
812
$10.8K ﹤0.01%
122
813
$10.8K ﹤0.01%
97
+6
814
$10.7K ﹤0.01%
179
815
$10.7K ﹤0.01%
225
816
$10.5K ﹤0.01%
+500
817
$10.5K ﹤0.01%
300
818
$10.5K ﹤0.01%
630
819
$10.5K ﹤0.01%
122
820
$10.5K ﹤0.01%
256
821
$10.5K ﹤0.01%
+700
822
$10.2K ﹤0.01%
1,559
823
$10K ﹤0.01%
70
824
$10K ﹤0.01%
156
825
$10K ﹤0.01%
1,000
31 32
33
34 35