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
926
$5.16K ﹤0.01%
2,000
927
$5.08K ﹤0.01%
93
928
$4.91K ﹤0.01%
61
929
$4.82K ﹤0.01%
200
930
$4.81K ﹤0.01%
44
931
$4.79K ﹤0.01%
95
932
$4.77K ﹤0.01%
400
-491
933
$4.73K ﹤0.01%
504
934
$4.72K ﹤0.01%
27
935
$4.69K ﹤0.01%
450
936
$4.69K ﹤0.01%
175
937
$4.65K ﹤0.01%
70
+5
938
$4.63K ﹤0.01%
121
939
$4.49K ﹤0.01%
112
940
$4.48K ﹤0.01%
131
941
$4.42K ﹤0.01%
500
942
$4.42K ﹤0.01%
100
943
$4.28K ﹤0.01%
73
944
$4.25K ﹤0.01%
381
-1,253
945
$4.24K ﹤0.01%
100
946
$4.24K ﹤0.01%
971
-50
947
$4.21K ﹤0.01%
150
948
$4.2K ﹤0.01%
127
949
$4.2K ﹤0.01%
100
950
$4.18K ﹤0.01%
259
36 37
38
39 40