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
851
$8.54K ﹤0.01%
121
-210
852
$8.53K ﹤0.01%
520
853
$8.51K ﹤0.01%
533
854
$8.49K ﹤0.01%
6,899
+523
855
$8.44K ﹤0.01%
290
856
$8.43K ﹤0.01%
187
857
$8.29K ﹤0.01%
150
858
$8.29K ﹤0.01%
360
859
$8.07K ﹤0.01%
39
860
$7.99K ﹤0.01%
500
861
$7.97K ﹤0.01%
124
862
$7.78K ﹤0.01%
305
863
$7.72K ﹤0.01%
281
864
$7.66K ﹤0.01%
+500
865
$7.6K ﹤0.01%
225
866
$7.6K ﹤0.01%
100
-43
867
$7.6K ﹤0.01%
50
868
$7.58K ﹤0.01%
270
+3
869
$7.56K ﹤0.01%
400
-2,000
870
$7.56K ﹤0.01%
255
871
$7.55K ﹤0.01%
185
872
$7.53K ﹤0.01%
145
873
$7.53K ﹤0.01%
500
874
$7.53K ﹤0.01%
280
-962
875
$7.53K ﹤0.01%
+500
33 34
35
36 37