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
401
$21.4K ﹤0.01%
320
402
$20.4K ﹤0.01%
536
403
$20.4K ﹤0.01%
275
404
$20.1K ﹤0.01%
343
405
$20.1K ﹤0.01%
658
+364
406
$19.7K ﹤0.01%
86
407
$19.7K ﹤0.01%
43
408
$19.6K ﹤0.01%
118
-17
409
$19.5K ﹤0.01%
525
410
$19.3K ﹤0.01%
390
411
$18.7K ﹤0.01%
250
412
$18.6K ﹤0.01%
404
413
$18.2K ﹤0.01%
1,390
414
$18.1K ﹤0.01%
+143
415
$17.8K ﹤0.01%
492
416
$17.5K ﹤0.01%
90
417
$17.4K ﹤0.01%
125
418
$17.4K ﹤0.01%
3,571
419
$17K ﹤0.01%
250
420
$16.6K ﹤0.01%
329
+178
421
$16.6K ﹤0.01%
245
422
$16.1K ﹤0.01%
160
423
$15.7K ﹤0.01%
60
424
$15.7K ﹤0.01%
+275
425
$15.5K ﹤0.01%
+290