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
876
$8K ﹤0.01%
+4,500
877
$8K ﹤0.01%
164
+58
878
$8K ﹤0.01%
1,000
+953
879
$8K ﹤0.01%
+5,000
880
$8K ﹤0.01%
870
881
$8K ﹤0.01%
950
+450
882
$8K ﹤0.01%
222
+133
883
$8K ﹤0.01%
303
884
$8K ﹤0.01%
65
885
$8K ﹤0.01%
39
-11
886
$8K ﹤0.01%
256
887
$7K ﹤0.01%
255
888
$7K ﹤0.01%
219
889
$7K ﹤0.01%
150
890
$7K ﹤0.01%
261
+3
891
$7K ﹤0.01%
373
892
$7K ﹤0.01%
+62
893
$7K ﹤0.01%
+154
894
$7K ﹤0.01%
417
895
$7K ﹤0.01%
105
896
$7K ﹤0.01%
+160
897
$7K ﹤0.01%
234
898
$7K ﹤0.01%
305
899
$7K ﹤0.01%
65
900
$7K ﹤0.01%
517
34 35
36
37 38