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
1001
$2.67K ﹤0.01%
219
1002
$2.64K ﹤0.01%
125
1003
$2.64K ﹤0.01%
300
1004
$2.61K ﹤0.01%
150
1005
$2.58K ﹤0.01%
+87
1006
$2.54K ﹤0.01%
172
1007
$2.53K ﹤0.01%
78
1008
$2.5K ﹤0.01%
250
+23
1009
$2.5K ﹤0.01%
150
-100
1010
$2.49K ﹤0.01%
+46
1011
$2.46K ﹤0.01%
46
1012
$2.43K ﹤0.01%
91
1013
$2.4K ﹤0.01%
100
1014
$2.34K ﹤0.01%
300
1015
$2.28K ﹤0.01%
45
1016
$2.19K ﹤0.01%
30
1017
$2.14K ﹤0.01%
+1,000
1018
$2.12K ﹤0.01%
102
1019
$2.08K ﹤0.01%
135
+35
1020
$2.05K ﹤0.01%
23
1021
$2.05K ﹤0.01%
500
1022
$2K ﹤0.01%
44
+1
1023
$1.96K ﹤0.01%
17
1024
$1.95K ﹤0.01%
1,000
1025
$1.94K ﹤0.01%
24
39 40
41
42 43