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
101
$4.34M 0.23%
104,403
-44
102
$4.32M 0.23%
128,209
-2,569
103
$4.14M 0.22%
23,885
-1,164
104
$4.09M 0.22%
121,663
-4,910
105
$4.05M 0.22%
17,878
-1,119
106
$4.02M 0.21%
77,156
-764
107
$4.01M 0.21%
178,465
+32,655
108
$3.99M 0.21%
12,102
-44
109
$3.9M 0.21%
9,736
+88
110
$3.82M 0.2%
30,123
-39
111
$3.78M 0.2%
112,889
-5,617
112
$3.76M 0.2%
24,652
+770
113
$3.5M 0.19%
129,486
-3,348
114
$3.48M 0.19%
47,622
-56
115
$3.47M 0.18%
14,108
+116
116
$3.46M 0.18%
34,889
-425
117
$3.41M 0.18%
15,493
-1,204
118
$3.39M 0.18%
17,336
+506
119
$3.33M 0.18%
9,752
-215
120
$3.32M 0.18%
90,471
-5,536
121
$3.28M 0.18%
15,554
+567
122
$3.28M 0.17%
20,754
-133
123
$3.22M 0.17%
16,366
-1,265
124
$3.21M 0.17%
19,768
+545
125
$3.2M 0.17%
11,420
+565
3 4
5
6 7