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
1126
$873 ﹤0.01%
12
-3,279
1127
$843 ﹤0.01%
50
1128
$838 ﹤0.01%
+28
1129
$833 ﹤0.01%
39
+1
1130
$833 ﹤0.01%
+20
1131
$819 ﹤0.01%
72
1132
$773 ﹤0.01%
188
1133
$740 ﹤0.01%
25
1134
$731 ﹤0.01%
95
1135
$721 ﹤0.01%
700
1136
$706 ﹤0.01%
20
1137
$705 ﹤0.01%
20
1138
$675 ﹤0.01%
150
1139
$674 ﹤0.01%
18
1140
$660 ﹤0.01%
40
1141
$645 ﹤0.01%
5
1142
$639 ﹤0.01%
399
1143
$620 ﹤0.01%
+50
1144
$599 ﹤0.01%
100
1145
$594 ﹤0.01%
14
1146
$578 ﹤0.01%
10
1147
$575 ﹤0.01%
250
-450
1148
$565 ﹤0.01%
+57
1149
$548 ﹤0.01%
+4
1150
$541 ﹤0.01%
115
44 45
46
47 48