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
801
$12.3K ﹤0.01%
8,690
+1,791
802
$12.1K ﹤0.01%
1,791
803
$12K ﹤0.01%
55
-20
804
$11.9K ﹤0.01%
350
805
$11.8K ﹤0.01%
198
806
$11.7K ﹤0.01%
154
807
$11.6K ﹤0.01%
347
+219
808
$11.6K ﹤0.01%
100
809
$11.6K ﹤0.01%
1,600
810
$11.5K ﹤0.01%
242
811
$11.5K ﹤0.01%
104
+60
812
$11.4K ﹤0.01%
97
813
$11.3K ﹤0.01%
192
814
$11.3K ﹤0.01%
400
+200
815
$11.3K ﹤0.01%
315
816
$11.2K ﹤0.01%
122
817
$11.2K ﹤0.01%
50
818
$11.1K ﹤0.01%
198
819
$11.1K ﹤0.01%
+137
820
$10.8K ﹤0.01%
181
-1,015
821
$10.8K ﹤0.01%
55
822
$10.7K ﹤0.01%
300
823
$10.7K ﹤0.01%
+532
824
$10.7K ﹤0.01%
75
825
$10.7K ﹤0.01%
1,100
31 32
33
34 35