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
251
$298K 0.03%
1,500
-186
252
$297K 0.03%
5,515
+15
253
$293K 0.03%
2,370
+180
254
$292K 0.03%
918
-367
255
$289K 0.03%
+1,870
256
$288K 0.03%
7,190
-34,523
257
$286K 0.03%
7,790
-1,637
258
$280K 0.03%
4,797
259
$280K 0.03%
+4,979
260
$278K 0.03%
2,618
261
$274K 0.03%
+5,147
262
$272K 0.03%
3,900
263
$271K 0.03%
3,443
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264
$266K 0.03%
+2,273
265
$259K 0.03%
8,349
+57
266
$258K 0.03%
+2,536
267
$254K 0.03%
3,347
268
$252K 0.03%
3,270
269
$251K 0.03%
3,272
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270
$248K 0.03%
+4,904
271
$247K 0.03%
4,046
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272
$245K 0.03%
3,002
+186
273
$245K 0.03%
2,785
-3,756
274
$243K 0.03%
3,720
275
$239K 0.03%
+3,437
9 10
11
12 13