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
1076
$905 ﹤0.01%
+32
1077
$879 ﹤0.01%
30
1078
$865 ﹤0.01%
100
1079
$827 ﹤0.01%
72
1080
$824 ﹤0.01%
38
1081
$796 ﹤0.01%
+4
1082
$772 ﹤0.01%
+10
1083
$767 ﹤0.01%
44
-4
1084
$760 ﹤0.01%
20
1085
$743 ﹤0.01%
211
1086
$715 ﹤0.01%
20
1087
$677 ﹤0.01%
14
1088
$656 ﹤0.01%
25
1089
$647 ﹤0.01%
46
1090
$638 ﹤0.01%
5
1091
$618 ﹤0.01%
18
1092
$615 ﹤0.01%
+20
1093
$601 ﹤0.01%
10
1094
$600 ﹤0.01%
40
1095
$585 ﹤0.01%
115
+80
1096
$575 ﹤0.01%
10
-17
1097
$570 ﹤0.01%
+150
1098
$558 ﹤0.01%
50
1099
$554 ﹤0.01%
+11
1100
$511 ﹤0.01%
+12
42 43
44
45 46