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
126
$3.18M 0.18%
20,887
+263
127
$3.04M 0.17%
20,970
-555
128
$2.96M 0.17%
19,223
+11
129
$2.94M 0.17%
17,631
-162
130
$2.84M 0.16%
15,474
-997
131
$2.84M 0.16%
+80,542
132
$2.78M 0.16%
32,984
-3,539
133
$2.77M 0.16%
10,855
-196
134
$2.69M 0.15%
13,174
-654
135
$2.68M 0.15%
37,450
+1,441
136
$2.59M 0.15%
208,544
137
$2.57M 0.15%
5,437
-93
138
$2.55M 0.14%
9,967
-239
139
$2.53M 0.14%
117,635
+13,145
140
$2.5M 0.14%
19,296
-414
141
$2.46M 0.14%
10,174
-291
142
$2.46M 0.14%
52,428
+2,856
143
$2.39M 0.14%
13,394
+124
144
$2.38M 0.14%
12,556
+1,407
145
$2.36M 0.13%
63,773
-3,541
146
$2.31M 0.13%
30,337
-1,693
147
$2.29M 0.13%
10,018
+338
148
$2.21M 0.13%
835
-57
149
$2.16M 0.12%
20,723
-3,672
150
$2.16M 0.12%
39,695
-1,595
4 5
6
7 8