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
76
$3.63M 0.33%
18,152
-554
77
$3.59M 0.33%
12,560
+130
78
$3.58M 0.33%
94,341
-4,567
79
$3.52M 0.32%
12,329
-541
80
$3.35M 0.31%
15,903
-90
81
$3.35M 0.31%
25,585
+1,230
82
$3.32M 0.31%
14,688
+4,469
83
$3.24M 0.3%
17,404
-226
84
$3.2M 0.3%
41,556
-187
85
$3.15M 0.29%
27,843
-3,555
86
$3.12M 0.29%
29,963
-631
87
$3.07M 0.28%
27,811
-3,593
88
$2.96M 0.27%
13,967
-1,473
89
$2.96M 0.27%
15,249
-72
90
$2.89M 0.27%
21,385
-734
91
$2.81M 0.26%
78,043
-4,704
92
$2.68M 0.25%
38,612
-1,396
93
$2.62M 0.24%
31,602
-3,777
94
$2.6M 0.24%
41,090
-389
95
$2.54M 0.23%
13,620
+3
96
$2.45M 0.23%
32,950
-381
97
$2.3M 0.21%
32,829
98
$2.27M 0.21%
272,355
-1,855
99
$2.21M 0.2%
6,881
-187
100
$2.2M 0.2%
34,674
+2,026
2 3
4
5 6