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
876
$7.52K ﹤0.01%
417
877
$7.33K ﹤0.01%
135
878
$7.27K ﹤0.01%
100
879
$7.26K ﹤0.01%
219
880
$7.24K ﹤0.01%
223
-123
881
$7.19K ﹤0.01%
870
882
$7.16K ﹤0.01%
235
883
$7.11K ﹤0.01%
130
884
$6.97K ﹤0.01%
785
885
$6.96K ﹤0.01%
226
886
$6.85K ﹤0.01%
116
887
$6.83K ﹤0.01%
67
-53
888
$6.79K ﹤0.01%
750
889
$6.79K ﹤0.01%
75
+23
890
$6.75K ﹤0.01%
701
891
$6.74K ﹤0.01%
123
892
$6.71K ﹤0.01%
60
893
$6.67K ﹤0.01%
179
894
$6.63K ﹤0.01%
373
895
$6.57K ﹤0.01%
112
896
$6.51K ﹤0.01%
465
897
$6.48K ﹤0.01%
151
898
$6.47K ﹤0.01%
221
899
$6.37K ﹤0.01%
+290
900
$6.24K ﹤0.01%
200
34 35
36
37 38