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
276
$239K 0.03%
4,898
-794
277
$237K 0.03%
2,075
+253
278
$236K 0.03%
3,555
279
$231K 0.02%
4,751
280
$231K 0.02%
26,109
+1,109
281
$230K 0.02%
5,000
282
$226K 0.02%
+1,342
283
$225K 0.02%
731
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284
$225K 0.02%
1,300
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285
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286
$221K 0.02%
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287
$219K 0.02%
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288
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289
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290
$217K 0.02%
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291
$210K 0.02%
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292
$206K 0.02%
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293
$206K 0.02%
3,407
294
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295
$204K 0.02%
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296
$203K 0.02%
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297
$202K 0.02%
3,896
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$200K 0.02%
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299
$187K 0.02%
+20,000
300
$152K 0.02%
+10,924