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
101
$4.03M 0.23%
18,997
-2,718
102
$3.96M 0.22%
104,447
+542
103
$3.96M 0.22%
47,661
-2,839
104
$3.92M 0.22%
96,007
+578
105
$3.9M 0.22%
30,162
+7
106
$3.87M 0.22%
118,506
-15,661
107
$3.8M 0.22%
150,724
-13,994
108
$3.77M 0.21%
22,726
-881
109
$3.76M 0.21%
23,882
+2,098
110
$3.72M 0.21%
16,697
-1,585
111
$3.68M 0.21%
35,314
-3,933
112
$3.64M 0.21%
106,846
-2,201
113
$3.63M 0.21%
47,859
-594
114
$3.56M 0.2%
12,146
-208
115
$3.54M 0.2%
132,834
-496
116
$3.5M 0.2%
36,355
-1,529
117
$3.44M 0.2%
28,190
-583
118
$3.44M 0.2%
20,055
+360
119
$3.34M 0.19%
145,810
+10,480
120
$3.33M 0.19%
47,678
+245
121
$3.33M 0.19%
9,648
-177
122
$3.3M 0.19%
16,830
+2,343
123
$3.2M 0.18%
13,992
-855
124
$3.19M 0.18%
27,056
+851
125
$3.18M 0.18%
14,987
-420
3 4
5
6 7