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
301
$85.5K 0.01%
1,000
302
$82.4K 0.01%
933
+31
303
$80K 0.01%
5,000
+4,825
304
$79.6K 0.01%
4,500
305
$77.6K 0.01%
189
+39
306
$76.7K 0.01%
2,806
-120
307
$76.6K 0.01%
52
308
$76.5K 0.01%
636
+96
309
$76.3K 0.01%
1,000
310
$76K 0.01%
1,500
311
$74.2K 0.01%
1,125
+125
312
$73.7K 0.01%
520
313
$72.9K 0.01%
1,500
314
$72.8K 0.01%
372
315
$71.1K 0.01%
1,342
+42
316
$70.9K 0.01%
469
317
$69.5K 0.01%
685
318
$69.2K 0.01%
305
319
$67.4K 0.01%
153
-14
320
$67.3K 0.01%
1,270
321
$66.8K 0.01%
2,750
322
$66.3K 0.01%
290
+40
323
$65.6K 0.01%
4,678
-280
324
$65K 0.01%
1,015
-496
325
$63.8K 0.01%
+6,057
11 12
13
14 15