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
851
$9K ﹤0.01%
187
852
$9K ﹤0.01%
501
+71
853
$9K ﹤0.01%
300
854
$9K ﹤0.01%
175
855
$9K ﹤0.01%
1,000
856
$9K ﹤0.01%
225
-552
857
$9K ﹤0.01%
334
-106
858
$9K ﹤0.01%
129
859
$9K ﹤0.01%
75
860
$9K ﹤0.01%
323
+274
861
$9K ﹤0.01%
235
862
$9K ﹤0.01%
325
863
$9K ﹤0.01%
379
864
$9K ﹤0.01%
83
865
$9K ﹤0.01%
407
866
$8K ﹤0.01%
500
867
$8K ﹤0.01%
144
-354
868
$8K ﹤0.01%
+785
869
$8K ﹤0.01%
+810
870
$8K ﹤0.01%
755
+250
871
$8K ﹤0.01%
104
872
$8K ﹤0.01%
145
873
$8K ﹤0.01%
73
874
$8K ﹤0.01%
80
875
$8K ﹤0.01%
757
+75
33 34
35
36 37