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
826
$10.6K ﹤0.01%
800
-199
827
$10.6K ﹤0.01%
287
+87
828
$10.6K ﹤0.01%
125
829
$10.5K ﹤0.01%
1,315
+100
830
$10.5K ﹤0.01%
+136
831
$10.4K ﹤0.01%
122
832
$10.4K ﹤0.01%
124
833
$10.4K ﹤0.01%
50
834
$10.3K ﹤0.01%
+185
835
$10.3K ﹤0.01%
245
836
$10.3K ﹤0.01%
630
837
$10.2K ﹤0.01%
30
838
$10.2K ﹤0.01%
500
839
$10.2K ﹤0.01%
+146
840
$10K ﹤0.01%
405
841
$9.96K ﹤0.01%
30
842
$9.88K ﹤0.01%
65
843
$9.87K ﹤0.01%
338
+251
844
$9.79K ﹤0.01%
700
845
$9.79K ﹤0.01%
181
846
$9.79K ﹤0.01%
+239
847
$9.71K ﹤0.01%
+249
848
$9.71K ﹤0.01%
68
849
$9.69K ﹤0.01%
150
850
$9.68K ﹤0.01%
223
32 33
34
35 36