SC

SouthState Corp Portfolio holdings

AUM $2.17B
1-Year Est. Return 19.63%
This Quarter Est. Return
1 Year Est. Return
+19.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.97M
3
+$1.31M
4
AVGO icon
Broadcom
AVGO
+$1.23M
5
PHYS icon
Sprott Physical Gold
PHYS
+$1.1M

Top Sells

1
+$3.36M
2
+$2.98M
3
+$2.5M
4
HON icon
Honeywell
HON
+$2.34M
5
XOM icon
Exxon Mobil
XOM
+$2.17M

Sector Composition

1 Technology 18.72%
2 Healthcare 12.86%
3 Financials 12.56%
4 Consumer Staples 7.76%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$180K 0.01%
1,700
+1,660
277
$179K 0.01%
1,480
-167
278
$177K 0.01%
3,845
+1,693
279
$176K 0.01%
3,090
+786
280
$175K 0.01%
2,583
-305
281
$173K 0.01%
5,286
+4,334
282
$172K 0.01%
1,665
-231
283
$172K 0.01%
1,233
+346
284
$169K 0.01%
16,553
285
$168K 0.01%
549
286
$168K 0.01%
3,264
+2,084
287
$167K 0.01%
1,012
288
$166K 0.01%
4,000
289
$165K 0.01%
1,380
290
$165K 0.01%
3,145
291
$165K 0.01%
4,182
-290
292
$158K 0.01%
5,500
293
$158K 0.01%
1,152
294
$157K 0.01%
3,044
295
$157K 0.01%
1,230
296
$156K 0.01%
+3,105
297
$156K 0.01%
1,855
+1,307
298
$154K 0.01%
3,503
299
$152K 0.01%
606
-200
300
$151K 0.01%
8,205
10 11
12
13 14