SC

SouthState Corp Portfolio holdings

AUM $2.14B
1-Year Est. Return 18.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$6.49M
3
+$3.74M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$3.4M
5
GS icon
Goldman Sachs
GS
+$3.12M

Top Sells

1
+$2.54M
2
+$2.1M
3
+$2.05M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.52M
5
VFC icon
VF Corp
VFC
+$1.47M

Sector Composition

1 Healthcare 13.6%
2 Technology 10.14%
3 Financials 9.97%
4 Consumer Staples 9%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
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