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
451
$11K ﹤0.01%
150
452
$11K ﹤0.01%
+82
453
$11K ﹤0.01%
300
454
$11K ﹤0.01%
189
455
$10.8K ﹤0.01%
200
456
$10.8K ﹤0.01%
+45
457
$10.7K ﹤0.01%
104
458
$10.6K ﹤0.01%
126
459
$10.5K ﹤0.01%
94
-66
460
$10.5K ﹤0.01%
184
461
$10.5K ﹤0.01%
220
462
$10.4K ﹤0.01%
50
463
$10.4K ﹤0.01%
730
464
$10.3K ﹤0.01%
+140
465
$10.2K ﹤0.01%
687
466
$10K ﹤0.01%
+80
467
$10K ﹤0.01%
82
468
$9.99K ﹤0.01%
+92
469
$9.87K ﹤0.01%
27
+6
470
$9.64K ﹤0.01%
+260
471
$9.59K ﹤0.01%
+178
472
$9.55K ﹤0.01%
+377
473
$9.34K ﹤0.01%
211
474
$9.26K ﹤0.01%
34
475
$9.13K ﹤0.01%
999