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
951
$5.14K ﹤0.01%
175
952
$5.1K ﹤0.01%
245
+81
953
$5.02K ﹤0.01%
550
954
$5K ﹤0.01%
160
955
$4.98K ﹤0.01%
134
956
$4.96K ﹤0.01%
100
957
$4.93K ﹤0.01%
+41
958
$4.93K ﹤0.01%
75
+5
959
$4.82K ﹤0.01%
57
-40
960
$4.74K ﹤0.01%
+1,209
961
$4.7K ﹤0.01%
100
962
$4.64K ﹤0.01%
93
963
$4.62K ﹤0.01%
100
964
$4.62K ﹤0.01%
95
965
$4.62K ﹤0.01%
931
-40
966
$4.61K ﹤0.01%
+92
967
$4.58K ﹤0.01%
131
968
$4.56K ﹤0.01%
504
969
$4.56K ﹤0.01%
27
970
$4.53K ﹤0.01%
+5
971
$4.48K ﹤0.01%
205
+103
972
$4.47K ﹤0.01%
381
973
$4.46K ﹤0.01%
97
+29
974
$4.42K ﹤0.01%
51
+37
975
$4.41K ﹤0.01%
28
37 38
39
40 41