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
426
$15.5K ﹤0.01%
233
427
$15.2K ﹤0.01%
96
428
$14.9K ﹤0.01%
38
429
$14.9K ﹤0.01%
+200
430
$14.6K ﹤0.01%
109
+68
431
$14.3K ﹤0.01%
424
-182
432
$14.2K ﹤0.01%
+150
433
$13.8K ﹤0.01%
2,000
434
$13.5K ﹤0.01%
479
435
$13.4K ﹤0.01%
+269
436
$13.2K ﹤0.01%
314
437
$12.9K ﹤0.01%
160
-251
438
$12.7K ﹤0.01%
97
439
$12.7K ﹤0.01%
+10
440
$12.5K ﹤0.01%
+576
441
$12.5K ﹤0.01%
+186
442
$12.1K ﹤0.01%
+160
443
$11.9K ﹤0.01%
+641
444
$11.8K ﹤0.01%
+29
445
$11.8K ﹤0.01%
321
446
$11.6K ﹤0.01%
+282
447
$11.5K ﹤0.01%
+1,000
448
$11.3K ﹤0.01%
65
-65
449
$11.3K ﹤0.01%
239
450
$11.3K ﹤0.01%
193