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
$1.05B
AUM Growth
-$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.35M
3
+$1.21M
4
STZ icon
Constellation Brands
STZ
+$848K
5
XOM icon
Exxon Mobil
XOM
+$607K

Top Sells

1
+$9.97M
2
+$3.15M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.7M
5
AXP icon
American Express
AXP
+$1.74M

Sector Composition

1 Technology 22.48%
2 Financials 13.37%
3 Healthcare 12.57%
4 Consumer Staples 9.05%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$108K 0.01%
1,055
277
$105K 0.01%
446
278
$105K 0.01%
3,274
-259
279
$103K 0.01%
2,624
-67
280
$100K 0.01%
1,417
281
$99.7K 0.01%
606
-92
282
$98.7K 0.01%
728
+27
283
$98.2K 0.01%
3,500
284
$97.3K 0.01%
5,000
-328
285
$96.9K 0.01%
+294
286
$96.4K 0.01%
305
287
$96.2K 0.01%
1,770
-40
288
$95.4K 0.01%
3,211
+120
289
$94.9K 0.01%
1,008
290
$94.6K 0.01%
678
291
$94.3K 0.01%
1,371
292
$94.1K 0.01%
615
293
$92.5K 0.01%
+4,184
294
$92.3K 0.01%
474
+4
295
$91.3K 0.01%
199
296
$87.8K 0.01%
1,011
+70
297
$87.5K 0.01%
1,090
298
$86.7K 0.01%
5,230
-1,176
299
$86.5K 0.01%
1,000
300
$86.3K 0.01%
594
10 11
12
13 14