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
1051
$2K ﹤0.01%
242
1052
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25
1053
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44
1054
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36
1055
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+80
1056
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225
1057
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43
-25
1058
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41
1059
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65
1060
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+70
1061
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411
+111
1062
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65
-29
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+188
1064
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57
1065
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24
1066
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+267
1067
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200
1068
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100
1069
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+50
1070
$2K ﹤0.01%
300
1071
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86
1072
$1K ﹤0.01%
15
1073
$1K ﹤0.01%
100
1074
$1K ﹤0.01%
3
1075
$1K ﹤0.01%
27
41 42
43
44 45