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
401
$64K 0.01%
5,680
402
$64K 0.01%
250
-171
403
$63K 0.01%
6,194
404
$63K 0.01%
1,050
405
$61K ﹤0.01%
1,938
406
$59K ﹤0.01%
500
+454
407
$59K ﹤0.01%
2,000
408
$58K ﹤0.01%
1,046
-201
409
$58K ﹤0.01%
150
-7
410
$56K ﹤0.01%
372
-112
411
$56K ﹤0.01%
196
412
$56K ﹤0.01%
+1,024
413
$55K ﹤0.01%
1,103
414
$52K ﹤0.01%
8,564
415
$52K ﹤0.01%
1,000
+425
416
$52K ﹤0.01%
328
417
$52K ﹤0.01%
1,300
418
$51K ﹤0.01%
250
419
$51K ﹤0.01%
300
420
$51K ﹤0.01%
597
421
$50K ﹤0.01%
380
+48
422
$50K ﹤0.01%
582
423
$48K ﹤0.01%
1,714
424
$48K ﹤0.01%
1,630
425
$48K ﹤0.01%
319
15 16
17
18 19