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
901
$7.35K ﹤0.01%
500
902
$7.3K ﹤0.01%
100
903
$7.23K ﹤0.01%
221
904
$7.21K ﹤0.01%
123
905
$7.21K ﹤0.01%
400
906
$7.12K ﹤0.01%
227
+1
907
$6.93K ﹤0.01%
112
908
$6.83K ﹤0.01%
235
909
$6.79K ﹤0.01%
870
910
$6.7K ﹤0.01%
80
+57
911
$6.69K ﹤0.01%
+144
912
$6.64K ﹤0.01%
480
+30
913
$6.58K ﹤0.01%
62
914
$6.56K ﹤0.01%
2,000
915
$6.46K ﹤0.01%
45
-25
916
$6.35K ﹤0.01%
1
917
$6.34K ﹤0.01%
60
918
$6.33K ﹤0.01%
+891
919
$6.32K ﹤0.01%
376
920
$6.25K ﹤0.01%
+1,917
921
$6.24K ﹤0.01%
+117
922
$6.23K ﹤0.01%
600
923
$6.22K ﹤0.01%
168
924
$6.19K ﹤0.01%
134
925
$6.15K ﹤0.01%
+242
35 36
37
38 39