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
176
$1.54M 0.09%
48,265
+4,525
177
$1.52M 0.09%
16,561
-746
178
$1.52M 0.09%
34,258
-25
179
$1.52M 0.09%
6,977
-725
180
$1.51M 0.09%
39,703
+1,030
181
$1.48M 0.08%
18,385
-458
182
$1.44M 0.08%
69,870
+39,170
183
$1.42M 0.08%
31,713
+471
184
$1.41M 0.08%
11,816
+2,920
185
$1.39M 0.08%
18,440
-66
186
$1.39M 0.08%
10,295
-142
187
$1.38M 0.08%
39,158
-3,087
188
$1.33M 0.08%
51,395
+4,995
189
$1.32M 0.07%
5,519
-265
190
$1.3M 0.07%
9,890
-375
191
$1.26M 0.07%
25,759
+44
192
$1.22M 0.07%
20,218
-186
193
$1.21M 0.07%
5,833
-692
194
$1.2M 0.07%
15,515
-243
195
$1.17M 0.07%
8,712
-2,472
196
$1.16M 0.07%
16,712
+851
197
$1.14M 0.06%
12,561
198
$1.14M 0.06%
42,758
+3,740
199
$1.09M 0.06%
12,436
-4,483
200
$1.08M 0.06%
19,774
-254
6 7
8
9 10