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
926
$6.14K ﹤0.01%
175
927
$6.12K ﹤0.01%
98
928
$6.1K ﹤0.01%
223
-220
929
$6.03K ﹤0.01%
320
930
$6K ﹤0.01%
517
931
$5.99K ﹤0.01%
1,900
932
$5.98K ﹤0.01%
106
-199
933
$5.98K ﹤0.01%
17
-61
934
$5.9K ﹤0.01%
701
935
$5.83K ﹤0.01%
290
936
$5.76K ﹤0.01%
+177
937
$5.76K ﹤0.01%
60
938
$5.75K ﹤0.01%
+23
939
$5.67K ﹤0.01%
+318
940
$5.67K ﹤0.01%
130
941
$5.64K ﹤0.01%
+66
942
$5.61K ﹤0.01%
373
943
$5.51K ﹤0.01%
80
+19
944
$5.48K ﹤0.01%
200
945
$5.46K ﹤0.01%
+240
946
$5.41K ﹤0.01%
286
947
$5.39K ﹤0.01%
200
948
$5.38K ﹤0.01%
73
949
$5.29K ﹤0.01%
78
-50
950
$5.19K ﹤0.01%
1
36 37
38
39 40