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
$1.08B
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.3M
3
+$1.05M
4
STZ icon
Constellation Brands
STZ
+$1.01M
5
ROP icon
Roper Technologies
ROP
+$981K

Top Sells

1
+$3.3M
2
+$2.33M
3
+$2.13M
4
PFE icon
Pfizer
PFE
+$2.09M
5
VZ icon
Verizon
VZ
+$2.02M

Sector Composition

1 Technology 21.18%
2 Healthcare 13.31%
3 Financials 12.56%
4 Consumer Staples 9.07%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$81.4K 0.01%
615
-89
327
$81.2K 0.01%
2,350
328
$80.6K 0.01%
3,520
-3,652
329
$79.8K 0.01%
1,906
330
$79.1K 0.01%
1,650
331
$78.9K 0.01%
2,926
332
$77.4K 0.01%
+1,140
333
$76.9K 0.01%
199
334
$76.4K 0.01%
1,508
-3,397
335
$73.2K 0.01%
919
-55
336
$72.5K 0.01%
951
337
$72.3K 0.01%
1,828
338
$72K 0.01%
386
339
$70.9K 0.01%
1,083
340
$70.7K 0.01%
469
341
$70.2K 0.01%
1,300
342
$69.2K 0.01%
685
343
$66.4K 0.01%
52
344
$66.1K 0.01%
1,000
345
$65.6K 0.01%
372
346
$65.1K 0.01%
450
-514
347
$65K 0.01%
+2,993
348
$64.7K 0.01%
582
349
$64.3K 0.01%
614
-8
350
$62.4K 0.01%
305
12 13
14
15 16