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
976
$4.38K ﹤0.01%
150
977
$4.37K ﹤0.01%
9
+8
978
$4.36K ﹤0.01%
112
979
$4.35K ﹤0.01%
192
980
$4.33K ﹤0.01%
259
981
$4.28K ﹤0.01%
100
982
$4.23K ﹤0.01%
121
983
$4.23K ﹤0.01%
750
-200
984
$4.23K ﹤0.01%
138
+3
985
$4.23K ﹤0.01%
108
986
$4.21K ﹤0.01%
116
987
$4.15K ﹤0.01%
200
988
$4.14K ﹤0.01%
310
989
$4.1K ﹤0.01%
80
990
$4.09K ﹤0.01%
+525
991
$4.04K ﹤0.01%
127
992
$4.01K ﹤0.01%
115
993
$4K ﹤0.01%
35
994
$4K ﹤0.01%
437
995
$3.97K ﹤0.01%
+53
996
$3.96K ﹤0.01%
175
997
$3.95K ﹤0.01%
36
998
$3.95K ﹤0.01%
+301
999
$3.93K ﹤0.01%
1,000
1000
$3.88K ﹤0.01%
133
38 39
40
41 42