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
1101
$1.29K ﹤0.01%
40
-250
1102
$1.29K ﹤0.01%
25
1103
$1.28K ﹤0.01%
17
1104
$1.27K ﹤0.01%
+25
1105
$1.27K ﹤0.01%
59
1106
$1.24K ﹤0.01%
73
1107
$1.23K ﹤0.01%
200
1108
$1.23K ﹤0.01%
8
1109
$1.23K ﹤0.01%
50
1110
$1.21K ﹤0.01%
100
1111
$1.21K ﹤0.01%
52
1112
$1.2K ﹤0.01%
300
1113
$1.15K ﹤0.01%
15
1114
$1.14K ﹤0.01%
27
1115
$1.12K ﹤0.01%
+20
1116
$1.1K ﹤0.01%
+184
1117
$1.1K ﹤0.01%
+214
1118
$1.06K ﹤0.01%
+18
1119
$1.01K ﹤0.01%
+66
1120
$1K ﹤0.01%
12
1121
$967 ﹤0.01%
6
1122
$925 ﹤0.01%
+7
1123
$911 ﹤0.01%
32
1124
$895 ﹤0.01%
51
1125
$889 ﹤0.01%
30
43 44
45
46 47