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
376
$42.6K ﹤0.01%
785
377
$42.4K ﹤0.01%
340
-73
378
$42.2K ﹤0.01%
282
379
$39K ﹤0.01%
1,306
-261
380
$37.9K ﹤0.01%
521
+27
381
$37.6K ﹤0.01%
1,000
382
$37.5K ﹤0.01%
290
383
$37.3K ﹤0.01%
339
384
$36.5K ﹤0.01%
1,056
385
$36K ﹤0.01%
675
386
$35.4K ﹤0.01%
+382
387
$34.5K ﹤0.01%
488
388
$34.3K ﹤0.01%
136
389
$34K ﹤0.01%
150
390
$33.6K ﹤0.01%
160
-100
391
$33.6K ﹤0.01%
894
-427
392
$32.7K ﹤0.01%
137
393
$32.7K ﹤0.01%
430
-225
394
$32K ﹤0.01%
13
395
$31.6K ﹤0.01%
150
396
$30.7K ﹤0.01%
+339
397
$30.5K ﹤0.01%
424
398
$29.9K ﹤0.01%
450
399
$29.8K ﹤0.01%
360
400
$29.8K ﹤0.01%
408