We are live on ! Find out more
SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,195
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$4.43M
3
+$4.38M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.48M
5
IONQ icon
IonQ
IONQ
+$1.47M

Top Sells

1
+$1.95M
2
+$1.67M
3
+$1.51M
4
ROK icon
Rockwell Automation
ROK
+$1.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.1M

Sector Composition

1 Technology 15.16%
2 Healthcare 10.87%
3 Financials 8.99%
4 Consumer Discretionary 6.6%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
– –
-23
1177
– –
-36
1178
– –
-121
1179
– –
-112
1180
– –
-90
1181
– –
-1,438
1182
– –
-439
1183
– –
-50
1184
– –
-1,000
1185
– –
-238
1186
– –
-153
1187
– –
-295
1188
– –
-34
1189
– –
-20
1190
– –
-200
1191
– –
-410
1192
– –
-769
1193
– –
-30
1194
– –
-1
1195
– –
-20,846
44 45 46 47
48