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
426
$22.4K ﹤0.01%
252
-33
427
$21.6K ﹤0.01%
130
428
$21K ﹤0.01%
207
429
$21K ﹤0.01%
2,000
430
$21K ﹤0.01%
333
431
$20.9K ﹤0.01%
404
432
$20.7K ﹤0.01%
320
433
$20.6K ﹤0.01%
101
434
$20.5K ﹤0.01%
262
435
$20.4K ﹤0.01%
900
436
$20.1K ﹤0.01%
+525
437
$19.7K ﹤0.01%
275
438
$19.5K ﹤0.01%
390
439
$19.1K ﹤0.01%
316
440
$19K ﹤0.01%
233
441
$18.5K ﹤0.01%
296
442
$18.4K ﹤0.01%
415
+135
443
$18.4K ﹤0.01%
200
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$18.1K ﹤0.01%
583
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$17.9K ﹤0.01%
125
446
$17.6K ﹤0.01%
735
447
$17.5K ﹤0.01%
492
448
$17.3K ﹤0.01%
1,390
449
$17.2K ﹤0.01%
43
450
$17.1K ﹤0.01%
90