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
$1.26B
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.97M
3
+$1.31M
4
AVGO icon
Broadcom
AVGO
+$1.23M
5
PHYS icon
Sprott Physical Gold
PHYS
+$1.1M

Top Sells

1
+$3.36M
2
+$2.98M
3
+$2.5M
4
HON icon
Honeywell
HON
+$2.34M
5
XOM icon
Exxon Mobil
XOM
+$2.17M

Sector Composition

1 Technology 18.72%
2 Healthcare 12.86%
3 Financials 12.56%
4 Consumer Staples 7.76%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.44M 0.19%
6,741
+401
102
$2.4M 0.19%
12,809
-707
103
$2.38M 0.19%
28,981
+1,689
104
$2.05M 0.16%
10,092
-1,116
105
$2.04M 0.16%
11,537
+1,182
106
$1.98M 0.16%
6,996
+254
107
$1.98M 0.16%
9,655
+9,580
108
$1.95M 0.16%
7,522
+501
109
$1.89M 0.15%
50,592
+195
110
$1.83M 0.15%
17,818
-10,009
111
$1.83M 0.15%
36,841
-9,479
112
$1.82M 0.14%
5,240
+40
113
$1.81M 0.14%
5,329
-7,367
114
$1.79M 0.14%
15,024
+1,663
115
$1.78M 0.14%
17,964
+2,929
116
$1.76M 0.14%
11,854
-1,239
117
$1.76M 0.14%
10,011
+590
118
$1.68M 0.13%
17,985
+1,247
119
$1.68M 0.13%
26,011
-5,444
120
$1.67M 0.13%
73,390
-185
121
$1.66M 0.13%
17,696
+632
122
$1.66M 0.13%
21,717
+968
123
$1.63M 0.13%
15,201
+4,472
124
$1.6M 0.13%
19,308
+2,803
125
$1.6M 0.13%
7,010
-1,569
3 4
5
6 7