SC
SouthState Corp Portfolio holdings
AUM
$2.29B
1-Year Return
19.84%
This Quarter Return
+12.87%
1 Year Return
+19.84%
3 Year Return
+71.98%
5 Year Return
+118.02%
10 Year Return
+256.82%
AUM
$972M
AUM Growth
+$106M
(+12%)
Cap. Flow
+$516K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
22.22%
Holding
273
New
25
Increased
80
Reduced
124
Closed
10
Top Buys
| 1 |
US Bancorp
USB
|
$13.9M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.14M |
| 3 |
Verizon
VZ
|
$3.62M |
| 4 |
TJX Companies
TJX
|
$2.32M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.09M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$6.73M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.27M |
| 3 |
Cisco
CSCO
|
$2.14M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$2.13M |
| 5 |
Boeing
BA
|
$2.08M |
Sector Composition
| 1 | Technology | 16.12% |
| 2 | Financials | 15.34% |
| 3 | Healthcare | 13.73% |
| 4 | Consumer Staples | 9.03% |
| 5 | Industrials | 8.69% |
