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
1126
$219 ﹤0.01%
30
1127
$217 ﹤0.01%
3
1128
$216 ﹤0.01%
16
1129
$208 ﹤0.01%
15
1130
– –
0
1131
$183 ﹤0.01%
10
1132
$180 ﹤0.01%
+4
1133
$175 ﹤0.01%
4
1134
$174 ﹤0.01%
3
1135
$168 ﹤0.01%
4
-190
1136
$163 ﹤0.01%
3
1137
$156 ﹤0.01%
3
1138
$131 ﹤0.01%
18
1139
$123 ﹤0.01%
2
1140
$118 ﹤0.01%
2
1141
$90 ﹤0.01%
3
1142
$75 ﹤0.01%
2
-104
1143
$46 ﹤0.01%
5
1144
$42 ﹤0.01%
+2
1145
$39 ﹤0.01%
1
1146
$38 ﹤0.01%
3
1147
$30 ﹤0.01%
35
1148
$30 ﹤0.01%
17
1149
$26 ﹤0.01%
5
1150
$25 ﹤0.01%
1
44 45
46
47 48