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
351
$62K 0.01%
964
352
$61.8K 0.01%
4,958
-2,093
353
$61.7K 0.01%
2,316
354
$61.1K 0.01%
1,019
355
$60.8K 0.01%
2,347
-2,053
356
$60.5K 0.01%
506
+176
357
$59.7K 0.01%
250
358
$59.7K 0.01%
570
359
$59.2K 0.01%
3,000
360
$57.4K 0.01%
+1,689
361
$56.6K 0.01%
767
-398
362
$55.3K 0.01%
4,000
363
$54.8K 0.01%
346
-500
364
$54.7K 0.01%
2,000
365
$54.2K 0.01%
+275
366
$53.5K ﹤0.01%
930
-237
367
$53.3K ﹤0.01%
150
368
$53K ﹤0.01%
328
369
$50.6K ﹤0.01%
369
370
$50.5K ﹤0.01%
142
-2,301
371
$48.7K ﹤0.01%
500
372
$47.9K ﹤0.01%
2,000
373
$47.2K ﹤0.01%
4,000
374
$45.8K ﹤0.01%
+275
375
$43K ﹤0.01%
240
13 14
15
16 17