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
1176
$296 ﹤0.01%
1
1177
$280 ﹤0.01%
+74
1178
$266 ﹤0.01%
30
1179
$263 ﹤0.01%
7
1180
$256 ﹤0.01%
+5
1181
$255 ﹤0.01%
100
1182
$254 ﹤0.01%
+10
1183
$252 ﹤0.01%
100
1184
$249 ﹤0.01%
10
1185
$244 ﹤0.01%
10
1186
$237 ﹤0.01%
122
-1
1187
$221 ﹤0.01%
2
-200
1188
$213 ﹤0.01%
4
1189
$203 ﹤0.01%
18
1190
$198 ﹤0.01%
3
1191
$194 ﹤0.01%
3
1192
$187 ﹤0.01%
35
1193
$187 ﹤0.01%
2
1194
$181 ﹤0.01%
4
1195
$174 ﹤0.01%
3
1196
$167 ﹤0.01%
43
-1
1197
$162 ﹤0.01%
3
1198
$162 ﹤0.01%
4
1199
$147 ﹤0.01%
15
1200
$131 ﹤0.01%
+9
46 47
48
49 50