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
476
$9.13K ﹤0.01%
222
+72
477
$8.99K ﹤0.01%
+135
478
$8.88K ﹤0.01%
421
479
$8.79K ﹤0.01%
+258
480
$8.63K ﹤0.01%
50
481
$8.61K ﹤0.01%
+250
482
$8.6K ﹤0.01%
+215
483
$8.4K ﹤0.01%
275
484
$8.38K ﹤0.01%
+105
485
$8.35K ﹤0.01%
39
486
$8.32K ﹤0.01%
225
487
$8.29K ﹤0.01%
+90
488
$8.12K ﹤0.01%
+250
489
$7.87K ﹤0.01%
+65
490
$7.85K ﹤0.01%
+250
491
$7.74K ﹤0.01%
225
+165
492
$7.73K ﹤0.01%
81
493
$7.67K ﹤0.01%
+86
494
$7.58K ﹤0.01%
122
495
$7.54K ﹤0.01%
115
496
$7.53K ﹤0.01%
+100
497
$7.49K ﹤0.01%
+36
498
$7.42K ﹤0.01%
+210
499
$7.27K ﹤0.01%
175
+88
500
$7.02K ﹤0.01%
+77
18 19
20
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