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
576
$1.49K ﹤0.01%
80
577
$1.48K ﹤0.01%
122
578
$1.47K ﹤0.01%
300
579
$1.45K ﹤0.01%
+2
580
$1.44K ﹤0.01%
+60
581
$1.4K ﹤0.01%
+15
582
$1.36K ﹤0.01%
20
+8
583
$1.29K ﹤0.01%
+6
584
$1.28K ﹤0.01%
+13
585
$1.27K ﹤0.01%
23
586
$1.18K ﹤0.01%
+313
587
$1.14K ﹤0.01%
+75
588
$1.09K ﹤0.01%
91
589
$1.08K ﹤0.01%
+40
590
$1.07K ﹤0.01%
280
591
$998 ﹤0.01%
200
592
$995 ﹤0.01%
23
593
$973 ﹤0.01%
95
594
$936 ﹤0.01%
35
595
$895 ﹤0.01%
1,000
596
$864 ﹤0.01%
35
-57
597
$847 ﹤0.01%
37
598
$810 ﹤0.01%
+18
599
$785 ﹤0.01%
+50
600
$747 ﹤0.01%
17
22 23
24
25 26