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
901
$7K ﹤0.01%
66
+13
902
$7K ﹤0.01%
255
903
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219
904
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150
905
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22
906
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100
907
$7K ﹤0.01%
1,900
+500
908
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175
909
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2,500
+500
910
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+200
911
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131
+1
912
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60
913
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75
914
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150
915
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916
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+175
917
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50
918
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919
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130
920
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921
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922
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923
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226
924
$6K ﹤0.01%
200
-25
925
$6K ﹤0.01%
98
35 36
37
38 39