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
$972M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$4.25M
3
+$3.79M
4
GS icon
Goldman Sachs
GS
+$3.09M
5
XOM icon
Exxon Mobil
XOM
+$2.95M

Top Sells

1
+$4.72M
2
+$3.44M
3
+$2.48M
4
AMGN icon
Amgen
AMGN
+$2.39M
5
MDT icon
Medtronic
MDT
+$1.35M

Sector Composition

1 Technology 16.08%
2 Financials 13.99%
3 Healthcare 13.95%
4 Industrials 9.41%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.8M 0.7%
71,675
+4,615
52
$6.52M 0.67%
537,395
+356,330
53
$6.34M 0.65%
81,887
+1,654
54
$6.11M 0.63%
138,801
+37,550
55
$6.05M 0.62%
34,036
-360
56
$6.05M 0.62%
100,180
-1,040
57
$5.82M 0.6%
164,463
-1,394
58
$5.8M 0.6%
30,443
+8,521
59
$5.78M 0.59%
49,478
+2,876
60
$5.62M 0.58%
82,716
+1,017
61
$5.55M 0.57%
71,899
-914
62
$5.46M 0.56%
40,836
-18,531
63
$5.41M 0.56%
32,339
+9,995
64
$5.38M 0.55%
59,231
+343
65
$5.38M 0.55%
68,306
-11,274
66
$5.31M 0.55%
47,494
+4,473
67
$5.1M 0.53%
69,582
+179
68
$5.09M 0.52%
38,980
+384
69
$4.91M 0.51%
193,619
+989
70
$4.9M 0.5%
25,041
+3,248
71
$4.82M 0.5%
42,733
-222
72
$4.8M 0.49%
46,827
+2,831
73
$4.78M 0.49%
110,563
+4,300
74
$4.69M 0.48%
64,540
-1,703
75
$4.6M 0.47%
41,587
-523
1 2
3
4 5