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
101
$2.56M 0.26%
28,614
+11,403
102
$2.52M 0.26%
107,070
-1,594
103
$2.27M 0.23%
37,676
-281
104
$2.23M 0.23%
16,716
-380
105
$2.14M 0.22%
32,028
+114
106
$2.14M 0.22%
45,984
-300
107
$1.99M 0.2%
17,765
-150
108
$1.91M 0.2%
45,540
-4,980
109
$1.81M 0.19%
37,270
-1,283
110
$1.74M 0.18%
70,623
111
$1.65M 0.17%
20,253
-873
112
$1.58M 0.16%
12,486
-5,162
113
$1.52M 0.16%
22,062
114
$1.48M 0.15%
16,798
-35
115
$1.45M 0.15%
9,309
-19
116
$1.44M 0.15%
9,628
-248
117
$1.44M 0.15%
27,374
+378
118
$1.41M 0.15%
8,380
-235
119
$1.4M 0.14%
14,688
-1,855
120
$1.36M 0.14%
8,879
-6,305
121
$1.35M 0.14%
5,090
122
$1.34M 0.14%
7,220
-800
123
$1.31M 0.13%
13,113
-1,400
124
$1.3M 0.13%
4,395
-145
125
$1.28M 0.13%
4
+1
3 4
5
6 7