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
826
$11K ﹤0.01%
50
-25
827
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43
-24
828
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288
829
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400
830
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262
-1
831
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500
832
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175
833
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701
834
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+250
835
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857
836
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754
-521
837
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58
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838
$10K ﹤0.01%
321
839
$10K ﹤0.01%
559
840
$10K ﹤0.01%
600
841
$10K ﹤0.01%
380
842
$10K ﹤0.01%
+200
843
$10K ﹤0.01%
2,000
844
$10K ﹤0.01%
122
845
$10K ﹤0.01%
199
846
$9K ﹤0.01%
235
847
$9K ﹤0.01%
325
848
$9K ﹤0.01%
156
849
$9K ﹤0.01%
221
-30
850
$9K ﹤0.01%
305
32 33
34
35 36