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
$1.08B
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$1.3M
3 +$1.05M
4
STZ icon
Constellation Brands
STZ
+$1.01M
5
ROP icon
Roper Technologies
ROP
+$981K

Top Sells

1 +$3.3M
2 +$2.33M
3 +$2.13M
4
PFE icon
Pfizer
PFE
+$2.09M
5
VZ icon
Verizon
VZ
+$2.02M

Sector Composition

1 Technology 21.18%
2 Healthcare 13.31%
3 Financials 12.56%
4 Consumer Staples 9.07%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$10.1K ﹤0.01%
167
502
$9.97K ﹤0.01%
143
503
$9.93K ﹤0.01%
430
504
$9.73K ﹤0.01%
39
-562
505
$9.48K ﹤0.01%
259
506
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38
507
$9.29K ﹤0.01%
287
508
$9.22K ﹤0.01%
293
509
$9.08K ﹤0.01%
775
-475
510
$8.96K ﹤0.01%
+151
511
$8.9K ﹤0.01%
421
512
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50
513
$8.84K ﹤0.01%
165
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$8.77K ﹤0.01%
201
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$8.66K ﹤0.01%
200
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114
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$8.44K ﹤0.01%
530
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$8.23K ﹤0.01%
81
519
$7.94K ﹤0.01%
76
-2,436
520
$7.91K ﹤0.01%
152
-140
521
$7.86K ﹤0.01%
225
522
$7.83K ﹤0.01%
128
523
$7.67K ﹤0.01%
120
524
$7.51K ﹤0.01%
267
-43
525
$7.5K ﹤0.01%
+152