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
$1.07B
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1 +$3.77M
2 +$3.61M
3 +$2.27M
4
BHP icon
BHP
BHP
+$1.84M
5
KO icon
Coca-Cola
KO
+$1.74M

Top Sells

1 +$7.44M
2 +$3.78M
3 +$3.45M
4
MCD icon
McDonald's
MCD
+$2.95M
5
MOS icon
The Mosaic Company
MOS
+$1.69M

Sector Composition

1 Technology 18%
2 Healthcare 14.39%
3 Financials 12.38%
4 Consumer Staples 8.72%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.89M 0.55%
54,183
+1,676
52
$5.86M 0.55%
59,157
+4,726
53
$5.79M 0.54%
33,311
-2,947
54
$5.52M 0.52%
54,018
-1,694
55
$5.39M 0.51%
62,913
-517
56
$5.31M 0.5%
46,591
-33,188
57
$5.27M 0.5%
21,362
-11,957
58
$4.89M 0.46%
51,805
-3,371
59
$4.79M 0.45%
27,406
+442
60
$4.68M 0.44%
60,660
-27
61
$4.45M 0.42%
67,364
-4,057
62
$4.43M 0.42%
8,619
+570
63
$4.36M 0.41%
106,765
-12
64
$4.07M 0.38%
19,394
+150
65
$3.98M 0.37%
50,070
+1,251
66
$3.95M 0.37%
120,158
-9,370
67
$3.87M 0.36%
19,439
+18,124
68
$3.84M 0.36%
135,466
+1,205
69
$3.83M 0.36%
73,186
+72,162
70
$3.81M 0.36%
97,176
-1,586
71
$3.71M 0.35%
80,675
+216
72
$3.63M 0.34%
17,332
-150
73
$3.54M 0.33%
44,422
+75
74
$3.47M 0.33%
45,009
-247
75
$3.45M 0.32%
61,988
-1,174