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
876
$8K ﹤0.01%
73
877
$8K ﹤0.01%
80
878
$8K ﹤0.01%
757
+75
879
$8K ﹤0.01%
+4,500
880
$8K ﹤0.01%
164
+58
881
$8K ﹤0.01%
1,000
+953
882
$8K ﹤0.01%
+5,000
883
$8K ﹤0.01%
870
884
$8K ﹤0.01%
950
+450
885
$8K ﹤0.01%
256
886
$8K ﹤0.01%
222
+133
887
$7K ﹤0.01%
261
+3
888
$7K ﹤0.01%
373
889
$7K ﹤0.01%
+62
890
$7K ﹤0.01%
+154
891
$7K ﹤0.01%
417
892
$7K ﹤0.01%
105
893
$7K ﹤0.01%
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894
$7K ﹤0.01%
234
895
$7K ﹤0.01%
125
896
$7K ﹤0.01%
1,559
897
$7K ﹤0.01%
305
898
$7K ﹤0.01%
65
899
$7K ﹤0.01%
154
900
$7K ﹤0.01%
517
34 35
36
37 38