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
426
$47K ﹤0.01%
591
427
$47K ﹤0.01%
+2,000
428
$47K ﹤0.01%
884
-38
429
$47K ﹤0.01%
4,000
430
$47K ﹤0.01%
+500
431
$46K ﹤0.01%
1,383
432
$45K ﹤0.01%
346
-10
433
$44K ﹤0.01%
1,000
434
$43K ﹤0.01%
+575
435
$42K ﹤0.01%
675
436
$42K ﹤0.01%
136
437
$42K ﹤0.01%
772
438
$41K ﹤0.01%
804
439
$41K ﹤0.01%
101
-3
440
$41K ﹤0.01%
217
-25
441
$40K ﹤0.01%
449
442
$40K ﹤0.01%
186
+146
443
$39K ﹤0.01%
+1,525
444
$39K ﹤0.01%
785
-700
445
$37K ﹤0.01%
350
-218
446
$37K ﹤0.01%
590
447
$37K ﹤0.01%
143
+6
448
$37K ﹤0.01%
88
449
$36K ﹤0.01%
600
450
$36K ﹤0.01%
240