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
901
$7K ﹤0.01%
66
+13
902
$7K ﹤0.01%
22
903
$7K ﹤0.01%
175
904
$7K ﹤0.01%
2,500
+500
905
$7K ﹤0.01%
+200
906
$7K ﹤0.01%
1,559
907
$7K ﹤0.01%
154
908
$7K ﹤0.01%
100
909
$7K ﹤0.01%
1,900
+500
910
$7K ﹤0.01%
125
911
$6K ﹤0.01%
15
912
$6K ﹤0.01%
125
913
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3,500
914
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131
+1
915
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75
916
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150
917
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130
918
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+175
919
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130
920
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145
921
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192
922
$6K ﹤0.01%
226
923
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200
-25
924
$6K ﹤0.01%
98
925
$6K ﹤0.01%
605
+169
35 36
37
38 39