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
$972M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$4.25M
3
+$3.79M
4
GS icon
Goldman Sachs
GS
+$3.09M
5
XOM icon
Exxon Mobil
XOM
+$2.95M

Top Sells

1
+$4.72M
2
+$3.44M
3
+$2.48M
4
AMGN icon
Amgen
AMGN
+$2.39M
5
MDT icon
Medtronic
MDT
+$1.35M

Sector Composition

1 Technology 16.08%
2 Financials 13.99%
3 Healthcare 13.95%
4 Industrials 9.41%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.05%
220,241
-15,499
27
$10.1M 1.03%
188,384
+1,096
28
$10M 1.03%
233,789
+12,494
29
$9.93M 1.02%
121,084
+46,208
30
$9.91M 1.02%
166,040
+2,200
31
$9.9M 1.02%
44,132
+13,790
32
$9.84M 1.01%
134,374
-4,209
33
$9.7M 1%
79,328
+11,034
34
$9.57M 0.98%
108,731
-71
35
$9.51M 0.98%
45,878
-11,518
36
$9.31M 0.96%
34,476
+1,018
37
$9.13M 0.94%
172,822
-5,398
38
$8.83M 0.91%
113,001
-2,958
39
$8.79M 0.9%
185,799
-6,015
40
$8.77M 0.9%
170,102
+1,133
41
$8.68M 0.89%
77,601
+1,407
42
$8.6M 0.88%
29,575
-379
43
$8.51M 0.88%
52,290
-578
44
$8.46M 0.87%
102,686
-2,749
45
$8.23M 0.85%
102,853
+2,679
46
$8.12M 0.84%
119,228
+11,131
47
$8.09M 0.83%
53,720
-808
48
$7.96M 0.82%
103,877
+1,252
49
$7.06M 0.73%
34,150
+2,128
50
$6.93M 0.71%
113,681
+3,119
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