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
76
$5.48M 0.31%
87,208
+25,709
77
$5.45M 0.31%
140,218
-2,036
78
$5.32M 0.3%
85,787
+1,890
79
$5.2M 0.3%
48,911
-1,152
80
$5.2M 0.3%
76,802
+3,894
81
$5.2M 0.3%
211,868
+5,040
82
$5.18M 0.29%
218,126
+7,885
83
$5.12M 0.29%
63,486
+2,920
84
$5.1M 0.29%
214,278
+7,700
85
$5.1M 0.29%
114,518
+2,734
86
$5.05M 0.29%
205,299
-1,947
87
$4.85M 0.28%
52,170
+525
88
$4.85M 0.28%
24,103
-2,595
89
$4.81M 0.27%
19,292
+1,199
90
$4.78M 0.27%
16,633
+227
91
$4.75M 0.27%
190,500
+8,042
92
$4.54M 0.26%
25,049
-741
93
$4.46M 0.25%
133,125
+1,622
94
$4.35M 0.25%
43,880
-1,096
95
$4.34M 0.25%
60,615
-1,707
96
$4.26M 0.24%
12,410
+2,718
97
$4.2M 0.24%
130,778
-8,236
98
$4.13M 0.23%
126,573
-3,034
99
$4.11M 0.23%
18,211
-1,277
100
$4.05M 0.23%
77,920
-2,465
2 3
4
5 6