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
451
$36K ﹤0.01%
1,250
452
$36K ﹤0.01%
1,045
453
$35K ﹤0.01%
965
454
$35K ﹤0.01%
1,823
455
$34K ﹤0.01%
426
456
$34K ﹤0.01%
667
+68
457
$34K ﹤0.01%
339
458
$33K ﹤0.01%
16
459
$33K ﹤0.01%
320
460
$33K ﹤0.01%
146
461
$33K ﹤0.01%
210
462
$33K ﹤0.01%
1,027
463
$32K ﹤0.01%
365
464
$32K ﹤0.01%
350
-37
465
$32K ﹤0.01%
+408
466
$32K ﹤0.01%
296
+27
467
$32K ﹤0.01%
406
468
$32K ﹤0.01%
+418
469
$32K ﹤0.01%
961
470
$32K ﹤0.01%
235
-6
471
$31K ﹤0.01%
891
+411
472
$31K ﹤0.01%
350
473
$31K ﹤0.01%
507
474
$30K ﹤0.01%
450
475
$30K ﹤0.01%
136
17 18
19
20 21