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
1051
$1.32K ﹤0.01%
700
1052
$1.28K ﹤0.01%
17
1053
$1.28K ﹤0.01%
73
1054
$1.25K ﹤0.01%
60
1055
$1.25K ﹤0.01%
25
-1,170
1056
$1.21K ﹤0.01%
14
+13
1057
$1.21K ﹤0.01%
50
1058
$1.17K ﹤0.01%
52
1059
$1.15K ﹤0.01%
6
1060
$1.13K ﹤0.01%
+8
1061
$1.11K ﹤0.01%
100
1062
$1.11K ﹤0.01%
59
1063
$1.1K ﹤0.01%
12
1064
$1.08K ﹤0.01%
95
1065
$1.08K ﹤0.01%
13
1066
$1.07K ﹤0.01%
500
1067
$1K ﹤0.01%
188
1068
$986 ﹤0.01%
27
1069
$975 ﹤0.01%
50
1070
$959 ﹤0.01%
100
1071
$954 ﹤0.01%
15
1072
$952 ﹤0.01%
700
1073
$944 ﹤0.01%
+10
1074
$928 ﹤0.01%
+51
1075
$906 ﹤0.01%
57
41 42
43
44 45