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
$1.07B
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1 +$3.77M
2 +$3.61M
3 +$2.27M
4
BHP icon
BHP
BHP
+$1.84M
5
KO icon
Coca-Cola
KO
+$1.74M

Top Sells

1 +$7.44M
2 +$3.78M
3 +$3.45M
4
MCD icon
McDonald's
MCD
+$2.95M
5
MOS icon
The Mosaic Company
MOS
+$1.69M

Sector Composition

1 Technology 18%
2 Healthcare 14.39%
3 Financials 12.38%
4 Consumer Staples 8.72%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$153K 0.01%
16,553
277
$151K 0.01%
2,890
-200
278
$150K 0.01%
1,552
279
$149K 0.01%
311
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280
$146K 0.01%
1,230
281
$144K 0.01%
550
-217
282
$144K 0.01%
3,044
283
$143K 0.01%
1,665
284
$139K 0.01%
1,552
285
$139K 0.01%
1,984
-35
286
$138K 0.01%
5,025
-125,573
287
$138K 0.01%
2,349
+2,067
288
$137K 0.01%
2,260
289
$136K 0.01%
2,482
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290
$134K 0.01%
5,500
291
$132K 0.01%
1,653
+1,483
292
$131K 0.01%
4,000
293
$131K 0.01%
2,075
+525
294
$130K 0.01%
2,600
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295
$128K 0.01%
2,017
+162
296
$125K 0.01%
2,425
+1,375
297
$124K 0.01%
7,965
298
$124K 0.01%
+2,105
299
$123K 0.01%
942
+296
300
$122K 0.01%
726
+126