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
76
$4.39M 0.45%
75,937
+7,281
77
$4.26M 0.44%
40,013
-2,340
78
$4.25M 0.44%
+110,276
79
$4.17M 0.43%
110,657
+5,414
80
$4.12M 0.42%
131,580
+8,418
81
$4.08M 0.42%
103,061
+8,668
82
$4.01M 0.41%
28,308
-1,072
83
$3.89M 0.4%
82,681
+1,883
84
$3.88M 0.4%
70,380
+406
85
$3.88M 0.4%
22,004
-887
86
$3.67M 0.38%
43,383
-2,198
87
$3.46M 0.36%
54,595
+510
88
$3.35M 0.34%
13,136
-321
89
$3.26M 0.34%
9,133
+4,488
90
$3.16M 0.32%
46,621
-5,342
91
$3.06M 0.32%
28,558
-2,593
92
$2.99M 0.31%
92,111
+37,073
93
$2.99M 0.31%
48,105
+1,185
94
$2.88M 0.3%
41,003
+970
95
$2.8M 0.29%
22,867
+1,412
96
$2.8M 0.29%
23,263
+5,646
97
$2.73M 0.28%
37,378
-8,028
98
$2.72M 0.28%
49,292
-1,188
99
$2.68M 0.28%
23,302
+234
100
$2.57M 0.26%
15,626
-1,581
2 3
4
5 6