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
126
$1.27M 0.13%
7,462
+241
127
$1.23M 0.13%
11,491
-299
128
$1.2M 0.12%
12,743
+309
129
$1.2M 0.12%
27,948
+383
130
$1.2M 0.12%
7,360
131
$1.19M 0.12%
12,735
132
$1.18M 0.12%
29,658
-930
133
$1.16M 0.12%
10,317
134
$1.14M 0.12%
8,366
-720
135
$1.1M 0.11%
8,627
-935
136
$1.05M 0.11%
34,950
137
$1.04M 0.11%
4,306
-43
138
$1.02M 0.1%
5,530
-194
139
$1.01M 0.1%
10,182
-3,928
140
$1.01M 0.1%
2,918
-31
141
$985K 0.1%
5,440
142
$975K 0.1%
39,500
-191,370
143
$960K 0.1%
15,335
+125
144
$955K 0.1%
21,919
+1,403
145
$941K 0.1%
+12,994
146
$926K 0.1%
27,780
147
$916K 0.09%
8,245
+579
148
$885K 0.09%
5,644
-431
149
$873K 0.09%
14,992
-360
150
$871K 0.09%
7,828
-305
4 5
6
7 8