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
$2.38B
AUM Growth
-$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.86M
3
+$4.79M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$4.63M
5
LLY icon
Eli Lilly
LLY
+$3.75M

Top Sells

1
+$4.57M
2
+$2.83M
3
+$2.59M
4
JPM icon
JPMorgan Chase
JPM
+$2.39M
5
ELV icon
Elevance Health
ELV
+$1.88M

Sector Composition

1 Technology 16.74%
2 Financials 10.62%
3 Healthcare 6.82%
4 Consumer Discretionary 5.97%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GAP
1026
The Gap Inc
GAP
$8.46B
$2.42K ﹤0.01%
117
ETSY icon
1027
Etsy
ETSY
$6.03B
$2.41K ﹤0.01%
51
-5
VC icon
1028
Visteon
VC
$2.92B
$2.33K ﹤0.01%
+30
VCR icon
1029
Vanguard Consumer Discretionary ETF
VCR
$6.56B
$2.31K ﹤0.01%
7
OGN icon
1030
Organon & Co
OGN
$1.74B
$2.29K ﹤0.01%
154
WTRG icon
1031
Essential Utilities
WTRG
$10.8B
$2.29K ﹤0.01%
58
-106
CC icon
1032
Chemours
CC
$1.9B
$2.26K ﹤0.01%
167
WU icon
1033
Western Union
WU
$2.89B
$2.25K ﹤0.01%
213
ACI icon
1034
Albertsons Companies
ACI
$9.66B
$2.24K ﹤0.01%
102
FINX icon
1035
Global X FinTech ETF
FINX
$294M
$2.22K ﹤0.01%
81
+1
NCLH icon
1036
Norwegian Cruise Line
NCLH
$10.1B
$2.2K ﹤0.01%
116
BMO icon
1037
Bank of Montreal
BMO
$89.4B
$2.2K ﹤0.01%
23
ABNB icon
1038
Airbnb
ABNB
$77.6B
$2.15K ﹤0.01%
18
-35
BUZZ icon
1039
VanEck Social Sentiment ETF
BUZZ
$116M
$2.04K ﹤0.01%
91
CSTM icon
1040
Constellium
CSTM
$2.24B
$2.02K ﹤0.01%
200
SQM icon
1041
Sociedad Química y Minera de Chile
SQM
$13.9B
$1.99K ﹤0.01%
50
-1,321
FLR icon
1042
Fluor
FLR
$7.77B
$1.97K ﹤0.01%
55
NRGV icon
1043
Energy Vault
NRGV
$539M
$1.95K ﹤0.01%
2,800
SOXL icon
1044
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$17.9B
$1.91K ﹤0.01%
+120
BOE icon
1045
BlackRock Enhanced Global Dividend Trust
BOE
$646M
$1.9K ﹤0.01%
+175
JPC icon
1046
Nuveen Preferred & Income Opportunities Fund
JPC
$2.91B
$1.9K ﹤0.01%
+238
CFG icon
1047
Citizens Financial Group
CFG
$22B
$1.89K ﹤0.01%
+46
SPUU icon
1048
Direxion Daily S&P 500 Bull 2X Shares
SPUU
$213M
$1.86K ﹤0.01%
14
JKHY icon
1049
Jack Henry & Associates
JKHY
$10.9B
$1.83K ﹤0.01%
+10
LBRDK icon
1050
Liberty Broadband Class C
LBRDK
$7.37B
$1.79K ﹤0.01%
+21
40 41
42
43 44