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
626
$378 ﹤0.01%
9
627
$344 ﹤0.01%
70
628
$236 ﹤0.01%
13
629
$175 ﹤0.01%
10
630
$89 ﹤0.01%
6
631
-297
632
-167
633
-95
634
-1,100
635
-1,103
636
-312
637
-234
638
-193
639
-30
640
-146
641
-8,191
642
-1,714
643
-38
644
-214
645
-707
646
-121
647
-76
648
-5,517
649
-50
650
-500