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
976
$3.46K ﹤0.01%
100
-20
977
$3.42K ﹤0.01%
100
978
$3.41K ﹤0.01%
272
979
$3.41K ﹤0.01%
185
980
$3.36K ﹤0.01%
437
981
$3.32K ﹤0.01%
133
982
$3.31K ﹤0.01%
21
983
$3.29K ﹤0.01%
165
984
$3.28K ﹤0.01%
560
985
$3.25K ﹤0.01%
320
986
$3.23K ﹤0.01%
+67
987
$3.21K ﹤0.01%
82
988
$3.17K ﹤0.01%
68
-1,543
989
$3.11K ﹤0.01%
76
990
$3.04K ﹤0.01%
80
-20
991
$3.02K ﹤0.01%
189
992
$2.97K ﹤0.01%
320
993
$2.93K ﹤0.01%
131
+1
994
$2.92K ﹤0.01%
242
995
$2.81K ﹤0.01%
50
996
$2.76K ﹤0.01%
79
997
$2.73K ﹤0.01%
1,000
998
$2.72K ﹤0.01%
+33
999
$2.68K ﹤0.01%
43
1000
$2.67K ﹤0.01%
30
38 39
40
41 42