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
901
$6.16K ﹤0.01%
517
902
$6.15K ﹤0.01%
1,000
903
$6.13K ﹤0.01%
192
904
$6.07K ﹤0.01%
134
905
$5.99K ﹤0.01%
376
+176
906
$5.99K ﹤0.01%
+200
907
$5.95K ﹤0.01%
98
908
$5.95K ﹤0.01%
1
909
$5.95K ﹤0.01%
62
-483
910
$5.92K ﹤0.01%
108
911
$5.85K ﹤0.01%
175
912
$5.83K ﹤0.01%
950
913
$5.8K ﹤0.01%
+405
914
$5.68K ﹤0.01%
+200
915
$5.66K ﹤0.01%
28
916
$5.64K ﹤0.01%
160
917
$5.63K ﹤0.01%
600
918
$5.6K ﹤0.01%
134
919
$5.57K ﹤0.01%
1
920
$5.47K ﹤0.01%
60
921
$5.36K ﹤0.01%
3,500
922
$5.33K ﹤0.01%
200
923
$5.25K ﹤0.01%
286
924
$5.25K ﹤0.01%
168
-200
925
$5.19K ﹤0.01%
1,900
35 36
37
38 39