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
351
$103K 0.01%
305
-6
352
$102K 0.01%
504
+500
353
$102K 0.01%
1,008
354
$102K 0.01%
1,122
+602
355
$101K 0.01%
1,094
356
$100K 0.01%
1,654
357
$99K 0.01%
3,247
+2,093
358
$99K 0.01%
646
+568
359
$98K 0.01%
3,338
+2,908
360
$97K 0.01%
66
-4
361
$97K 0.01%
3,000
-90
362
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8,066
363
$95K 0.01%
1,000
364
$94K 0.01%
1,179
-72
365
$92K 0.01%
1,365
-10
366
$91K 0.01%
589
367
$91K 0.01%
1,906
-766
368
$91K 0.01%
2,198
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369
$91K 0.01%
2,100
370
$90K 0.01%
390
371
$90K 0.01%
865
372
$90K 0.01%
+1,000
373
$89K 0.01%
4,690
+4,000
374
$89K 0.01%
1,500
375
$88K 0.01%
1,000
13 14
15
16 17