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
526
$5K ﹤0.01%
+110
527
$4.81K ﹤0.01%
209
528
$4.74K ﹤0.01%
+165
529
$4.72K ﹤0.01%
+225
530
$4.42K ﹤0.01%
910
-10,009
531
$4.34K ﹤0.01%
50
532
$4.34K ﹤0.01%
28
533
$4.21K ﹤0.01%
1,000
534
$4.18K ﹤0.01%
+280
535
$3.98K ﹤0.01%
+225
536
$3.87K ﹤0.01%
79
537
$3.79K ﹤0.01%
30
538
$3.64K ﹤0.01%
+116
539
$3.57K ﹤0.01%
+125
540
$3.57K ﹤0.01%
+200
541
$3.51K ﹤0.01%
202
542
$3.37K ﹤0.01%
+110
543
$3.37K ﹤0.01%
+110
544
$3.23K ﹤0.01%
+230
545
$3.04K ﹤0.01%
+50
546
$3.03K ﹤0.01%
100
547
$3.02K ﹤0.01%
80
548
$3.01K ﹤0.01%
79
549
$2.97K ﹤0.01%
+145
550
$2.94K ﹤0.01%
100
20 21
22
23 24