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
551
$2.85K ﹤0.01%
+177
552
$2.85K ﹤0.01%
+275
553
$2.83K ﹤0.01%
+76
554
$2.77K ﹤0.01%
+4
555
$2.76K ﹤0.01%
+100
556
$2.62K ﹤0.01%
+129
557
$2.57K ﹤0.01%
171
-48
558
$2.36K ﹤0.01%
10
559
$2.27K ﹤0.01%
+350
560
$2.18K ﹤0.01%
+90
561
$2.14K ﹤0.01%
700
562
$2.05K ﹤0.01%
+60
563
$2.02K ﹤0.01%
400
564
$1.95K ﹤0.01%
+4
565
$1.94K ﹤0.01%
+80
566
$1.94K ﹤0.01%
20
567
$1.93K ﹤0.01%
+42
568
$1.86K ﹤0.01%
35
569
$1.84K ﹤0.01%
1,563
570
$1.82K ﹤0.01%
+115
571
$1.77K ﹤0.01%
+3
572
$1.7K ﹤0.01%
565
573
$1.67K ﹤0.01%
+325
574
$1.63K ﹤0.01%
+75
575
$1.62K ﹤0.01%
+40
21 22
23
24 25