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
926
$6K ﹤0.01%
605
+169
927
$6K ﹤0.01%
114
928
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123
929
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15
930
$6K ﹤0.01%
125
931
$6K ﹤0.01%
3,500
932
$6K ﹤0.01%
400
933
$5K ﹤0.01%
137
934
$5K ﹤0.01%
437
935
$5K ﹤0.01%
238
936
$5K ﹤0.01%
+93
937
$5K ﹤0.01%
378
938
$5K ﹤0.01%
163
939
$5K ﹤0.01%
95
940
$5K ﹤0.01%
+200
941
$5K ﹤0.01%
246
942
$5K ﹤0.01%
50
943
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179
944
$5K ﹤0.01%
+272
945
$5K ﹤0.01%
93
946
$5K ﹤0.01%
+28
947
$5K ﹤0.01%
+450
948
$5K ﹤0.01%
368
+296
949
$5K ﹤0.01%
504
950
$5K ﹤0.01%
531
+1
36 37
38
39 40