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
1051
$2.33K ﹤0.01%
105
-26
1052
$2.29K ﹤0.01%
60
+15
1053
$2.29K ﹤0.01%
70
1054
$2.29K ﹤0.01%
+31
1055
$2.26K ﹤0.01%
+80
1056
$2.26K ﹤0.01%
+98
1057
$2.25K ﹤0.01%
40
-50
1058
$2.22K ﹤0.01%
+12
1059
$2.19K ﹤0.01%
+73
1060
$2.15K ﹤0.01%
+12
1061
$2.13K ﹤0.01%
+123
1062
$2.13K ﹤0.01%
+74
1063
$2.08K ﹤0.01%
23
1064
$2.06K ﹤0.01%
79
1065
$2.04K ﹤0.01%
57
1066
$2.02K ﹤0.01%
110
1067
$2K ﹤0.01%
+39
1068
$1.99K ﹤0.01%
42
1069
$1.98K ﹤0.01%
+250
1070
$1.93K ﹤0.01%
1,000
1071
$1.91K ﹤0.01%
181
1072
$1.88K ﹤0.01%
8
1073
$1.88K ﹤0.01%
+8
1074
$1.85K ﹤0.01%
+345
1075
$1.79K ﹤0.01%
27
41 42
43
44 45