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
1101
$509 ﹤0.01%
201
1102
$495 ﹤0.01%
399
1103
$493 ﹤0.01%
244
+7
1104
$449 ﹤0.01%
+13
1105
$414 ﹤0.01%
415
1106
$400 ﹤0.01%
+1
1107
$399 ﹤0.01%
20
1108
$385 ﹤0.01%
26
1109
$363 ﹤0.01%
62
1110
$327 ﹤0.01%
5
1111
$324 ﹤0.01%
+7
1112
$323 ﹤0.01%
+4
1113
$321 ﹤0.01%
+4
1114
$318 ﹤0.01%
1
1115
$312 ﹤0.01%
45
1116
$311 ﹤0.01%
265
1117
$303 ﹤0.01%
123
1118
$303 ﹤0.01%
+100
1119
$285 ﹤0.01%
+10
1120
$277 ﹤0.01%
1
1121
$270 ﹤0.01%
+20
1122
$244 ﹤0.01%
35
1123
$244 ﹤0.01%
2
1124
$227 ﹤0.01%
100
1125
$222 ﹤0.01%
10
43 44
45
46 47