SC

SouthState Corp Portfolio holdings

AUM $2.24B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$865M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.28M
3
+$2.24M
4
ELV icon
Elevance Health
ELV
+$2.21M
5
BP icon
BP
BP
+$2.05M

Top Sells

1
+$2.9M
2
+$2.87M
3
+$2.73M
4
AGN
Allergan plc
AGN
+$2.52M
5
AZN icon
AstraZeneca
AZN
+$2.15M

Sector Composition

1 Technology 16.04%
2 Healthcare 14.23%
3 Financials 14.2%
4 Consumer Staples 9.19%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
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