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
376
$87K 0.01%
274
+264
377
$87K 0.01%
472
+55
378
$86K 0.01%
+1,083
379
$86K 0.01%
264
380
$86K 0.01%
462
+306
381
$85K 0.01%
950
+840
382
$84K 0.01%
4,500
383
$82K 0.01%
1,786
-142
384
$79K 0.01%
875
385
$78K 0.01%
5,583
386
$78K 0.01%
1,000
387
$77K 0.01%
1,117
-8
388
$76K 0.01%
2,709
389
$75K 0.01%
+2,000
390
$74K 0.01%
+1,985
391
$72K 0.01%
3,000
392
$72K 0.01%
1,634
393
$71K 0.01%
1,022
+1,000
394
$71K 0.01%
+926
395
$69K 0.01%
+1,250
396
$69K 0.01%
2,316
397
$68K 0.01%
6,955
398
$68K 0.01%
515
399
$66K 0.01%
4,000
400
$66K 0.01%
615