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
351
$42.5K ﹤0.01%
240
352
$41.7K ﹤0.01%
382
353
$41.7K ﹤0.01%
+245
354
$41.1K ﹤0.01%
216
+7
355
$40K ﹤0.01%
632
-92
356
$39.9K ﹤0.01%
1,457
357
$39.8K ﹤0.01%
2,000
358
$37.6K ﹤0.01%
+1,600
359
$37.5K ﹤0.01%
160
360
$37.4K ﹤0.01%
483
+25
361
$36.9K ﹤0.01%
339
362
$36.8K ﹤0.01%
345
+83
363
$36.6K ﹤0.01%
136
364
$36.5K ﹤0.01%
1,000
365
$36.3K ﹤0.01%
221
366
$36.3K ﹤0.01%
266
367
$35.9K ﹤0.01%
177
-110
368
$34.9K ﹤0.01%
675
-961
369
$34.1K ﹤0.01%
965
370
$33.6K ﹤0.01%
150
371
$33.6K ﹤0.01%
1,000
-2,697
372
$33.6K ﹤0.01%
320
373
$32.7K ﹤0.01%
675
374
$32.2K ﹤0.01%
210
375
$32.2K ﹤0.01%
137
13 14
15
16 17