SC

SouthState Corp Portfolio holdings

AUM $2.29B
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$2.87M
2 +$1.75M
3 +$1.55M
4
D icon
Dominion Energy
D
+$1.27M
5
ABBV icon
AbbVie
ABBV
+$1.04M

Top Sells

1 +$12.3M
2 +$5.56M
3 +$2.67M
4
MSFT icon
Microsoft
MSFT
+$1.99M
5
CSCO icon
Cisco
CSCO
+$1.93M

Sector Composition

1 Technology 19.99%
2 Financials 13.02%
3 Healthcare 12.57%
4 Consumer Staples 8.35%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-600
352
-1,965
353
-100
354
-800
355
-161
356
-647
357
-2,109