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
$1.26B
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.97M
3
+$1.31M
4
AVGO icon
Broadcom
AVGO
+$1.23M
5
PHYS icon
Sprott Physical Gold
PHYS
+$1.1M

Top Sells

1
+$3.36M
2
+$2.98M
3
+$2.5M
4
HON icon
Honeywell
HON
+$2.34M
5
XOM icon
Exxon Mobil
XOM
+$2.17M

Sector Composition

1 Technology 18.72%
2 Healthcare 12.86%
3 Financials 12.56%
4 Consumer Staples 7.76%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$14K ﹤0.01%
421
552
$14K ﹤0.01%
153
553
$14K ﹤0.01%
337
554
$14K ﹤0.01%
270
555
$14K ﹤0.01%
79
556
$14K ﹤0.01%
150
557
$14K ﹤0.01%
100
558
$14K ﹤0.01%
24
559
$13K ﹤0.01%
250
560
$13K ﹤0.01%
645
561
$13K ﹤0.01%
+153
562
$13K ﹤0.01%
356
563
$13K ﹤0.01%
285
564
$13K ﹤0.01%
275
565
$13K ﹤0.01%
107
566
$12K ﹤0.01%
999
567
$12K ﹤0.01%
150
568
$12K ﹤0.01%
50
569
$11K ﹤0.01%
234
570
$11K ﹤0.01%
300
571
$11K ﹤0.01%
+600
572
$10K ﹤0.01%
60
573
$10K ﹤0.01%
142
-25
574
$10K ﹤0.01%
225
575
$10K ﹤0.01%
+259
21 22
23
24 25