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
826
$11K ﹤0.01%
200
827
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122
828
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43
-24
829
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288
830
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400
831
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262
-1
832
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500
833
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834
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835
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58
-23
836
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321
837
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559
838
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600
839
$10K ﹤0.01%
380
840
$10K ﹤0.01%
+200
841
$10K ﹤0.01%
2,000
842
$10K ﹤0.01%
199
843
$10K ﹤0.01%
+250
844
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857
845
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754
-521
846
$9K ﹤0.01%
95
+1
847
$9K ﹤0.01%
156
848
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221
-30
849
$9K ﹤0.01%
305
850
$9K ﹤0.01%
75
+20
32 33
34
35 36