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
$1.88B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.75M
3
+$1.95M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.88M
5
BHRB icon
Burke & Herbert Financial Services Corp
BHRB
+$1.63M

Top Sells

1
+$3.45M
2
+$3.36M
3
+$2.85M
4
MSFT icon
Microsoft
MSFT
+$2.47M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.14M

Sector Composition

1 Technology 17.26%
2 Healthcare 9.06%
3 Financials 8.49%
4 Consumer Discretionary 6.59%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$8.21K ﹤0.01%
225
877
$8.2K ﹤0.01%
100
-300
878
$8.15K ﹤0.01%
67
879
$8.05K ﹤0.01%
+84
880
$8.04K ﹤0.01%
+50
881
$8.02K ﹤0.01%
957
+444
882
$8.01K ﹤0.01%
145
883
$7.99K ﹤0.01%
74
884
$7.97K ﹤0.01%
305
885
$7.92K ﹤0.01%
785
886
$7.8K ﹤0.01%
151
887
$7.71K ﹤0.01%
417
888
$7.7K ﹤0.01%
+249
889
$7.68K ﹤0.01%
185
890
$7.68K ﹤0.01%
130
-65
891
$7.65K ﹤0.01%
+261
892
$7.61K ﹤0.01%
274
+4
893
$7.52K ﹤0.01%
500
894
$7.51K ﹤0.01%
71
-87
895
$7.43K ﹤0.01%
100
896
$7.41K ﹤0.01%
185
897
$7.4K ﹤0.01%
500
898
$7.4K ﹤0.01%
281
899
$7.38K ﹤0.01%
135
900
$7.38K ﹤0.01%
50
34 35
36
37 38