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
$1.88B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.75M
3
+$1.95M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.88M
5
BHRB icon
Burke & Herbert Financial Services Corp
BHRB
+$1.63M

Top Sells

1
+$3.45M
2
+$3.36M
3
+$2.85M
4
MSFT icon
Microsoft
MSFT
+$2.47M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.14M

Sector Composition

1 Technology 17.26%
2 Healthcare 9.06%
3 Financials 8.49%
4 Consumer Discretionary 6.59%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$2.97K ﹤0.01%
242
1027
$2.96K ﹤0.01%
250
1028
$2.92K ﹤0.01%
219
1029
$2.91K ﹤0.01%
76
1030
$2.88K ﹤0.01%
+65
1031
$2.87K ﹤0.01%
+154
1032
$2.84K ﹤0.01%
+58
1033
$2.74K ﹤0.01%
50
1034
$2.73K ﹤0.01%
1,000
1035
$2.72K ﹤0.01%
150
+15
1036
$2.7K ﹤0.01%
165
1037
$2.67K ﹤0.01%
47
+1
1038
$2.65K ﹤0.01%
46
1039
$2.62K ﹤0.01%
100
1040
$2.56K ﹤0.01%
45
1041
$2.52K ﹤0.01%
+92
1042
$2.51K ﹤0.01%
272
1043
$2.51K ﹤0.01%
300
1044
$2.49K ﹤0.01%
30
1045
$2.48K ﹤0.01%
300
1046
$2.44K ﹤0.01%
33
1047
$2.43K ﹤0.01%
150
1048
$2.41K ﹤0.01%
150
1049
$2.38K ﹤0.01%
+28
1050
$2.35K ﹤0.01%
91
40 41
42
43 44