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
1076
$1.77K ﹤0.01%
211
1077
$1.77K ﹤0.01%
200
1078
$1.76K ﹤0.01%
80
1079
$1.74K ﹤0.01%
86
1080
$1.72K ﹤0.01%
267
1081
$1.71K ﹤0.01%
+23
1082
$1.65K ﹤0.01%
17
1083
$1.64K ﹤0.01%
100
1084
$1.63K ﹤0.01%
+11
1085
$1.63K ﹤0.01%
500
1086
$1.63K ﹤0.01%
55
1087
$1.62K ﹤0.01%
30
+20
1088
$1.62K ﹤0.01%
+196
1089
$1.61K ﹤0.01%
19
1090
$1.59K ﹤0.01%
14
1091
$1.58K ﹤0.01%
23
1092
$1.56K ﹤0.01%
+192
1093
$1.53K ﹤0.01%
44
1094
$1.44K ﹤0.01%
5
1095
$1.43K ﹤0.01%
20
1096
$1.35K ﹤0.01%
+14
1097
$1.34K ﹤0.01%
100
1098
$1.32K ﹤0.01%
+7
1099
$1.32K ﹤0.01%
60
1100
$1.3K ﹤0.01%
100
42 43
44
45 46