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
151
$2.1M 0.12%
19,068
-1,096
152
$2.08M 0.12%
51,010
-4,420
153
$2.04M 0.12%
18,140
+2,425
154
$2M 0.11%
10,287
-83
155
$1.98M 0.11%
32,545
+1,299
156
$1.97M 0.11%
35,220
-3,437
157
$1.96M 0.11%
14,046
+392
158
$1.95M 0.11%
10,576
-124
159
$1.83M 0.1%
21,941
-1,200
160
$1.81M 0.1%
18,600
-286
161
$1.78M 0.1%
8,432
-421
162
$1.77M 0.1%
40,292
+2,227
163
$1.73M 0.1%
12,643
+285
164
$1.72M 0.1%
17,648
-3,306
165
$1.72M 0.1%
8,273
+400
166
$1.69M 0.1%
26,193
-2,452
167
$1.67M 0.09%
4,321
+144
168
$1.66M 0.09%
8,915
-240
169
$1.66M 0.09%
58,126
-511
170
$1.66M 0.09%
19,998
-1,679
171
$1.64M 0.09%
3,524
+228
172
$1.59M 0.09%
12,467
-191
173
$1.58M 0.09%
6,452
+118
174
$1.56M 0.09%
26,618
-610
175
$1.54M 0.09%
11,580
-636
5 6
7
8 9