SC
SouthState Corp Portfolio holdings
AUM
$2.29B
This Quarter Return
-11.55%
1 Year Return
+19.84%
3 Year Return
+71.98%
5 Year Return
+118.02%
10 Year Return
+256.82%
AUM
$865M
AUM Growth
+$865M
(-11%)
Cap. Flow
+$21.1M
Cap. Flow
% of AUM
2.44%
Top 10 Holdings %
Top 10 Hldgs %
22.12%
Holding
273
New
7
Increased
120
Reduced
85
Closed
25
Top Buys
| 1 |
Amazon
AMZN
|
$2.37M |
| 2 |
Boston Scientific
BSX
|
$2.18M |
| 3 |
Elevance Health
ELV
|
$2.11M |
| 4 |
Sony
SONY
|
$2.08M |
| 5 |
BP
BP
|
$1.88M |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.72M |
| 2 |
Novartis
NVS
|
$2.7M |
| 3 |
Schlumberger
SLB
|
$2.12M |
| 4 |
AstraZeneca
AZN
|
$2.09M |
| 5 |
AGN
Allergan plc
AGN
|
$2.06M |
Sector Composition
| 1 | Technology | 16.04% |
| 2 | Healthcare | 14.23% |
| 3 | Financials | 14.2% |
| 4 | Consumer Staples | 9.19% |
| 5 | Industrials | 8.67% |
