We are live on ! Find out more
SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,195
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$4.43M
3
+$4.38M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.48M
5
IONQ icon
IonQ
IONQ
+$1.47M

Top Sells

1
+$1.95M
2
+$1.67M
3
+$1.51M
4
ROK icon
Rockwell Automation
ROK
+$1.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.1M

Sector Composition

1 Technology 15.16%
2 Healthcare 10.87%
3 Financials 8.99%
4 Consumer Discretionary 6.6%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$4K ﹤0.01%
27
977
$4K ﹤0.01%
105
978
$4K ﹤0.01%
2,000
979
$4K ﹤0.01%
108
980
$4K ﹤0.01%
+30
981
$4K ﹤0.01%
134
982
$4K ﹤0.01%
52
+17
983
$4K ﹤0.01%
108
984
$4K ﹤0.01%
1
985
$4K ﹤0.01%
115
986
$4K ﹤0.01%
+15
987
$4K ﹤0.01%
55
+5
988
$4K ﹤0.01%
560
989
$4K ﹤0.01%
500
+275
990
$4K ﹤0.01%
70
991
$4K ﹤0.01%
300
992
$4K ﹤0.01%
+100
993
$4K ﹤0.01%
28
994
$4K ﹤0.01%
931
995
$4K ﹤0.01%
50
996
$4K ﹤0.01%
36
997
$4K ﹤0.01%
69
+4
998
$4K ﹤0.01%
259
999
$4K ﹤0.01%
+54
1000
$4K ﹤0.01%
112
38 39
40
41 42