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
526
$7.46K ﹤0.01%
198
527
$7.39K ﹤0.01%
730
528
$7.36K ﹤0.01%
95
529
$7.26K ﹤0.01%
209
530
$7.24K ﹤0.01%
21
531
$7.18K ﹤0.01%
125
-100
532
$7.17K ﹤0.01%
225
533
$7.17K ﹤0.01%
122
534
$7.16K ﹤0.01%
205
535
$7.15K ﹤0.01%
275
536
$6.91K ﹤0.01%
125
537
$6.88K ﹤0.01%
193
538
$6.87K ﹤0.01%
60
-165
539
$6.83K ﹤0.01%
101
540
$6.72K ﹤0.01%
91
-148
541
$6.71K ﹤0.01%
79
542
$6.68K ﹤0.01%
60
543
$6.67K ﹤0.01%
115
544
$6.57K ﹤0.01%
8
-25
545
$6.39K ﹤0.01%
33
546
$6.34K ﹤0.01%
168
-706
547
$6.28K ﹤0.01%
115
548
$6.12K ﹤0.01%
80
-23
549
$6.05K ﹤0.01%
700
550
$5.68K ﹤0.01%
77
-22
20 21
22
23 24