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
$1.67B
AUM Growth
-$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,196
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.21M
3
+$4.05M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.42M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.27M

Top Sells

1
+$1.95M
2
+$1.58M
3
+$1.36M
4
ROK icon
Rockwell Automation
ROK
+$1.32M
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
1026
$3K ﹤0.01%
60
1027
$3K ﹤0.01%
36
1028
$3K ﹤0.01%
100
1029
$3K ﹤0.01%
39
1030
$2K ﹤0.01%
100
1031
$2K ﹤0.01%
+110
1032
$2K ﹤0.01%
45
+1
1033
$2K ﹤0.01%
26
1034
$2K ﹤0.01%
500
1035
$2K ﹤0.01%
1,000
1036
$2K ﹤0.01%
7
1037
$2K ﹤0.01%
+43
1038
$2K ﹤0.01%
170
1039
$2K ﹤0.01%
76
1040
$2K ﹤0.01%
14
1041
$2K ﹤0.01%
+45
1042
$2K ﹤0.01%
144
1043
$2K ﹤0.01%
700
1044
$2K ﹤0.01%
100
1045
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23
1046
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100
1047
$2K ﹤0.01%
200
-39
1048
$2K ﹤0.01%
+200
1049
$2K ﹤0.01%
21
1050
$2K ﹤0.01%
+40
40 41
42
43 44