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
201
$1.08M 0.06%
24,258
+6
202
$1.05M 0.06%
9,192
+306
203
$1.02M 0.06%
14,213
-20
204
$1M 0.06%
6,338
-180
205
$994K 0.06%
9,827
-835
206
$983K 0.06%
1,400
207
$972K 0.06%
38,055
+4,335
208
$960K 0.05%
87,001
+8,479
209
$960K 0.05%
11,021
-69
210
$953K 0.05%
49,507
-4,062
211
$946K 0.05%
10,271
+1
212
$944K 0.05%
17,904
+23
213
$937K 0.05%
7,463
+1,306
214
$923K 0.05%
8,543
+2,285
215
$919K 0.05%
11,451
+2,326
216
$913K 0.05%
12,217
-444
217
$912K 0.05%
4,058
-44
218
$909K 0.05%
20,251
-9
219
$900K 0.05%
37,006
+620
220
$896K 0.05%
22,080
-2,575
221
$883K 0.05%
17,455
+444
222
$873K 0.05%
34,275
+2,070
223
$867K 0.05%
53,751
-2,112
224
$849K 0.05%
33,396
-2,470
225
$836K 0.05%
8,899
+126
7 8
9
10 11