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
576
$3.27K ﹤0.01%
225
577
$3.1K ﹤0.01%
138
578
$2.94K ﹤0.01%
1,563
579
$2.89K ﹤0.01%
132
580
$2.74K ﹤0.01%
246
581
$2.73K ﹤0.01%
332
582
$2.73K ﹤0.01%
300
583
$2.71K ﹤0.01%
100
584
$2.61K ﹤0.01%
200
585
$2.54K ﹤0.01%
+50
586
$2.47K ﹤0.01%
40
587
$2.42K ﹤0.01%
+44
588
$2.39K ﹤0.01%
86
-442
589
$2.15K ﹤0.01%
+95
590
$2.12K ﹤0.01%
+100
591
$2.07K ﹤0.01%
80
592
$1.94K ﹤0.01%
100
593
$1.92K ﹤0.01%
10
594
$1.9K ﹤0.01%
30
595
$1.89K ﹤0.01%
565
596
$1.88K ﹤0.01%
185
-460
597
$1.87K ﹤0.01%
35
598
$1.67K ﹤0.01%
280
599
$1.64K ﹤0.01%
72
600
$1.64K ﹤0.01%
+20
22 23
24
25 26