SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
1,195
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$4.43M
3
+$4.38M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.48M
5
IONQ icon
IonQ
IONQ
+$1.47M

Top Sells

1
+$1.95M
2
+$1.67M
3
+$1.51M
4
ROK icon
Rockwell Automation
ROK
+$1.5M
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%
100
1027
$3K ﹤0.01%
258
-450
1028
$3K ﹤0.01%
+82
1029
$3K ﹤0.01%
124
+3
1030
$2K ﹤0.01%
+50
1031
$2K ﹤0.01%
14
1032
$2K ﹤0.01%
+45
1033
$2K ﹤0.01%
144
1034
$2K ﹤0.01%
700
1035
$2K ﹤0.01%
100
1036
$2K ﹤0.01%
+43
1037
$2K ﹤0.01%
100
1038
$2K ﹤0.01%
100
1039
$2K ﹤0.01%
300
1040
$2K ﹤0.01%
86
1041
$2K ﹤0.01%
170
1042
$2K ﹤0.01%
76
1043
$2K ﹤0.01%
23
1044
$2K ﹤0.01%
100
1045
$2K ﹤0.01%
200
-39
1046
$2K ﹤0.01%
+200
1047
$2K ﹤0.01%
25
1048
$2K ﹤0.01%
225
1049
$2K ﹤0.01%
41
1050
$2K ﹤0.01%
65
40 41
42
43 44