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
551
$5.55K ﹤0.01%
55
552
$5.47K ﹤0.01%
124
553
$5.41K ﹤0.01%
41
554
$5.36K ﹤0.01%
293
555
$5.32K ﹤0.01%
910
556
$5.32K ﹤0.01%
290
557
$5.29K ﹤0.01%
19
558
$5.11K ﹤0.01%
50
559
$5.1K ﹤0.01%
217
560
$5.03K ﹤0.01%
115
561
$5.01K ﹤0.01%
615
562
$4.59K ﹤0.01%
410
563
$4.52K ﹤0.01%
165
564
$4.44K ﹤0.01%
30
565
$4.37K ﹤0.01%
+100
566
$4.16K ﹤0.01%
166
567
$4.15K ﹤0.01%
361
568
$4.1K ﹤0.01%
1,000
569
$4.08K ﹤0.01%
20
570
$4.07K ﹤0.01%
31
-164
571
$3.98K ﹤0.01%
30
572
$3.86K ﹤0.01%
+42
573
$3.78K ﹤0.01%
87
574
$3.77K ﹤0.01%
33
575
$3.46K ﹤0.01%
61
-285
21 22
23
24 25