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
926
$6K ﹤0.01%
60
927
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50
928
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112
929
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+165
930
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123
931
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400
932
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114
933
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93
934
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+450
935
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531
+1
936
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254
-1
937
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938
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+93
939
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378
940
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163
941
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95
942
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+200
943
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944
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179
945
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+272
946
$5K ﹤0.01%
+28
947
$5K ﹤0.01%
368
+296
948
$5K ﹤0.01%
504
949
$5K ﹤0.01%
121
950
$5K ﹤0.01%
155
-350
36 37
38
39 40