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
851
$9K ﹤0.01%
75
+20
852
$9K ﹤0.01%
187
853
$9K ﹤0.01%
379
854
$9K ﹤0.01%
83
855
$9K ﹤0.01%
407
856
$9K ﹤0.01%
501
+71
857
$9K ﹤0.01%
300
858
$9K ﹤0.01%
175
859
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1,000
860
$9K ﹤0.01%
225
-552
861
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334
-106
862
$9K ﹤0.01%
129
863
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95
+1
864
$9K ﹤0.01%
75
865
$9K ﹤0.01%
323
+274
866
$8K ﹤0.01%
500
867
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144
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868
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303
869
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65
870
$8K ﹤0.01%
39
-11
871
$8K ﹤0.01%
+785
872
$8K ﹤0.01%
+810
873
$8K ﹤0.01%
755
+250
874
$8K ﹤0.01%
104
875
$8K ﹤0.01%
145
33 34
35
36 37