SC
SouthState Corp Portfolio holdings
AUM
$2.29B
This Quarter Return
+6.87%
1 Year Return
+19.84%
3 Year Return
+71.98%
5 Year Return
+118.02%
10 Year Return
+256.82%
AUM
$926M
AUM Growth
+$926M
(+103,684%)
Cap. Flow
+$81.4M
Cap. Flow
% of AUM
8.79%
Top 10 Holdings %
Top 10 Hldgs %
22.35%
Holding
321
New
63
Increased
152
Reduced
65
Closed
12
Top Buys
| 1 |
Live Oak Bancshares
LOB
|
$6.52M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$4.41M |
| 3 |
Microsoft
MSFT
|
$2.35M |
| 4 |
Accenture
ACN
|
$2.19M |
| 5 |
Apple
AAPL
|
$2.14M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$10M |
| 2 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
$5.35M |
| 3 |
Devon Energy
DVN
|
$2.61M |
| 4 |
GE Aerospace
GE
|
$2.6M |
| 5 |
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% |
