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
$1.45B
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1 +$4.55M
2 +$2.54M
3 +$1.45M
4
TMUS icon
T-Mobile US
TMUS
+$1.16M
5
ACN icon
Accenture
ACN
+$1.16M

Top Sells

1 +$6.38M
2 +$2.93M
3 +$2.45M
4
DUK icon
Duke Energy
DUK
+$2.08M
5
SHW icon
Sherwin-Williams
SHW
+$1.88M

Sector Composition

1 Technology 24.65%
2 Financials 14.15%
3 Healthcare 11.49%
4 Consumer Staples 8.41%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$31.7K ﹤0.01%
125
402
$31.4K ﹤0.01%
600
403
$31.2K ﹤0.01%
606
-615
404
$30.9K ﹤0.01%
2,750
405
$29.9K ﹤0.01%
406
406
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165
407
$29.4K ﹤0.01%
275
408
$29.3K ﹤0.01%
901
409
$28.1K ﹤0.01%
320
410
$27.9K ﹤0.01%
+125
411
$27.2K ﹤0.01%
80
412
$27.2K ﹤0.01%
250
413
$26.2K ﹤0.01%
391
+180
414
$26.2K ﹤0.01%
250
415
$26.1K ﹤0.01%
550
416
$25.6K ﹤0.01%
33
417
$25K ﹤0.01%
100
418
$24.9K ﹤0.01%
398
419
$24.9K ﹤0.01%
1,000
420
$24.6K ﹤0.01%
92
+4
421
$23.7K ﹤0.01%
275
422
$23.7K ﹤0.01%
460
423
$23.7K ﹤0.01%
290
-790
424
$23.6K ﹤0.01%
200
425
$23.6K ﹤0.01%
404