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
$926M
AUM Growth
+$925M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.41M
3
+$2.35M
4
ACN icon
Accenture
ACN
+$2.19M
5
AAPL icon
Apple
AAPL
+$2.14M

Top Sells

1
+$10M
2
+$5.35M
3
+$2.61M
4
GE icon
GE Aerospace
GE
+$2.6M
5
CVS icon
CVS Health
CVS
+$2.52M

Sector Composition

1 Financials 14.83%
2 Technology 13.71%
3 Healthcare 12.57%
4 Consumer Staples 9.84%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$402K 0.04%
5,455
+1,718
227
$395K 0.04%
+6,114
228
$392K 0.04%
+8,165
229
$384K 0.04%
4,099
-28
230
$382K 0.04%
1,930
231
$379K 0.04%
20,161
232
$367K 0.04%
9,621
+4,141
233
$358K 0.04%
5,087
-142,598
234
$357K 0.04%
5,928
-504
235
$357K 0.04%
+6,095
236
$351K 0.04%
683
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237
$342K 0.04%
+12,263
238
$337K 0.04%
+10,545
239
$332K 0.04%
+15,000
240
$331K 0.04%
4,545
+20
241
$328K 0.04%
+3,122
242
$326K 0.04%
+3,778
243
$322K 0.03%
+3,037
244
$322K 0.03%
3,316
-5
245
$314K 0.03%
4,908
+1,308
246
$307K 0.03%
+8,450
247
$303K 0.03%
4,430
-310
248
$301K 0.03%
4,488
+158
249
$299K 0.03%
2,252
-367
250
$298K 0.03%
+1,900
8 9
10
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