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
826
$9.96K ﹤0.01%
68
827
$9.96K ﹤0.01%
709
828
$9.94K ﹤0.01%
1,215
829
$9.81K ﹤0.01%
198
-200
830
$9.69K ﹤0.01%
199
831
$9.6K ﹤0.01%
857
832
$9.51K ﹤0.01%
200
833
$9.47K ﹤0.01%
1,121
834
$9.45K ﹤0.01%
128
835
$9.41K ﹤0.01%
245
836
$9.38K ﹤0.01%
251
+101
837
$9.35K ﹤0.01%
50
838
$9.26K ﹤0.01%
77
839
$9.22K ﹤0.01%
74
840
$9.2K ﹤0.01%
30
841
$9.14K ﹤0.01%
175
842
$9.06K ﹤0.01%
500
-3,710
843
$9.05K ﹤0.01%
+181
844
$8.89K ﹤0.01%
30
-50
845
$8.86K ﹤0.01%
225
846
$8.85K ﹤0.01%
145
847
$8.79K ﹤0.01%
99
848
$8.65K ﹤0.01%
2,500
849
$8.58K ﹤0.01%
65
850
$8.58K ﹤0.01%
+750
32 33
34
35 36