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
951
$4.18K ﹤0.01%
135
+6
952
$4.18K ﹤0.01%
513
953
$4.15K ﹤0.01%
128
954
$4.14K ﹤0.01%
101
-197
955
$4.07K ﹤0.01%
774
956
$4.04K ﹤0.01%
115
957
$4.03K ﹤0.01%
90
958
$4K ﹤0.01%
+60
959
$3.97K ﹤0.01%
310
960
$3.97K ﹤0.01%
35
961
$3.96K ﹤0.01%
550
962
$3.86K ﹤0.01%
164
-575
963
$3.83K ﹤0.01%
+175
964
$3.8K ﹤0.01%
80
965
$3.79K ﹤0.01%
300
966
$3.77K ﹤0.01%
192
967
$3.72K ﹤0.01%
61
968
$3.71K ﹤0.01%
133
969
$3.7K ﹤0.01%
75
970
$3.69K ﹤0.01%
300
971
$3.66K ﹤0.01%
70
972
$3.64K ﹤0.01%
36
-2
973
$3.63K ﹤0.01%
280
974
$3.54K ﹤0.01%
245
975
$3.48K ﹤0.01%
110
37 38
39
40 41