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
1026
$1.91K ﹤0.01%
98
-260
1027
$1.89K ﹤0.01%
14
1028
$1.89K ﹤0.01%
267
1029
$1.87K ﹤0.01%
86
1030
$1.86K ﹤0.01%
+8
1031
$1.85K ﹤0.01%
42
1032
$1.85K ﹤0.01%
181
1033
$1.83K ﹤0.01%
200
1034
$1.79K ﹤0.01%
110
1035
$1.76K ﹤0.01%
26
1036
$1.72K ﹤0.01%
27
1037
$1.7K ﹤0.01%
55
1038
$1.67K ﹤0.01%
+23
1039
$1.66K ﹤0.01%
80
1040
$1.65K ﹤0.01%
100
1041
$1.62K ﹤0.01%
40
1042
$1.6K ﹤0.01%
+19
1043
$1.59K ﹤0.01%
100
1044
$1.46K ﹤0.01%
23
1045
$1.41K ﹤0.01%
+21
1046
$1.39K ﹤0.01%
45
+38
1047
$1.39K ﹤0.01%
5
1048
$1.37K ﹤0.01%
100
1049
$1.35K ﹤0.01%
20
1050
$1.35K ﹤0.01%
200
40 41
42
43 44