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
1151
$521 ﹤0.01%
+25
1152
$520 ﹤0.01%
20
1153
$519 ﹤0.01%
5
1154
$518 ﹤0.01%
9
-2
1155
$518 ﹤0.01%
50
1156
$513 ﹤0.01%
20
1157
$493 ﹤0.01%
12
1158
$487 ﹤0.01%
+10
1159
$434 ﹤0.01%
+10
1160
$413 ﹤0.01%
+50
1161
$413 ﹤0.01%
10
1162
$410 ﹤0.01%
55
+10
1163
$402 ﹤0.01%
46
1164
$394 ﹤0.01%
415
1165
$380 ﹤0.01%
13
1166
$378 ﹤0.01%
26
1167
$372 ﹤0.01%
4
1168
$364 ﹤0.01%
+8
1169
$353 ﹤0.01%
+150
1170
$349 ﹤0.01%
16
1171
$343 ﹤0.01%
+10
1172
$318 ﹤0.01%
13
1173
$314 ﹤0.01%
201
1174
$305 ﹤0.01%
265
1175
$301 ﹤0.01%
4
45 46
47
48 49