SC
SouthState Corp Portfolio holdings
AUM
$2.29B
1-Year Est. Return
19.84%
1 Year Est. Return
+19.84%
AUM
$2.29B
AUM Growth
+$99.9M
(+4.6%)
Holding
1,850
Top Buys
| 1 | +$5.57M | |
| 2 | +$4.64M | |
| 3 | +$3.66M | |
| 4 |
Zscaler
ZS
|
+$2.94M |
| 5 |
Amazon
AMZN
|
+$2.58M |
Top Sells
| 1 | +$18.5M | |
| 2 | +$14.2M | |
| 3 | +$7.37M | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$6.6M |
| 5 |
B
Barrick Mining
B
|
+$5.46M |
Sector Composition
| 1 | Technology | 23.2% |
| 2 | Financials | 14.61% |
| 3 | Healthcare | 6.86% |
| 4 | Consumer Discretionary | 5.51% |
| 5 | Industrials | 5.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
ServiceNow
NOW
$186B
| $21.7M | 0.95% |
21,094
+752
|
|
||
27
Adobe
ADBE
$138B
| $21.7M | 0.95% |
56,008
-44
|
|
||
28
Roper Technologies
ROP
$53.8B
| $21.7M | 0.95% |
38,198
+1,483
|
|
||
29
Home Depot
HD
$386B
| $21.6M | 0.94% |
58,785
+853
|
|
||
30
Vanguard Dividend Appreciation ETF
VIG
$97.6B
| $20.9M | 0.91% |
101,971
-1,595
|
|
||
31
Danaher
DHR
$151B
| $20.7M | 0.91% |
104,974
+4,022
|
|
||
32
Coca-Cola
KO
$291B
| $18.9M | 0.82% |
266,716
+11,584
|
|
||
33
Blackstone
BX
$123B
| $18.3M | 0.8% |
122,525
-4,342
|
|
||
34
NextEra Energy
NEE
$175B
| $18.2M | 0.79% |
261,465
+18,310
|
|
||
35
Sony
SONY
$170B
| $18M | 0.79% |
693,422
+13,815
|
|
||
36
Boston Scientific
BSX
$145B
| $18M | 0.79% |
167,327
+5,510
|
|
||
37
Vanguard Russell 1000 ETF
VONE
$6.82B
| $17.2M | 0.75% |
61,304
-13,997
|
|
||
38
Rockwell Automation
ROK
$39.1B
| $16.7M | 0.73% |
50,170
+2,339
|
|
||
39
Chubb
CB
$107B
| $16.6M | 0.73% |
57,399
+1,313
|
|
||
40
SPDR S&P 500 ETF Trust
SPY
$656B
| $16.5M | 0.72% |
26,747
+101
|
|
||
41
Vanguard FTSE All-World ex-US ETF
VEU
$51B
| $16.1M | 0.7% |
238,994
-3,210
|
|
||
42
iShares Core S&P Small-Cap ETF
IJR
$84.9B
| $15.9M | 0.7% |
145,531
-31,972
|
|
||
43
Valero Energy
VLO
$48.6B
| $15.7M | 0.69% |
117,094
-2,947
|
|
||
44
L3Harris
LHX
$53.2B
| $15.6M | 0.68% |
62,294
+1,799
|
|
||
45
Accenture
ACN
$145B
| $15.3M | 0.67% |
51,233
+403
|
|
||
46
Vanguard Small-Cap ETF
VB
$67B
| $14.7M | 0.64% |
61,932
-17,223
|
|
||
47
Elevance Health
ELV
$78.4B
| $14.5M | 0.64% |
37,359
+219
|
|
||
48
AbbVie
ABBV
$401B
| $14.5M | 0.63% |
78,093
+451
|
|
||
49
Vanguard Short-Term Bond ETF
BSV
$39B
| $14.5M | 0.63% |
183,816
+70,771
|
|
||
50
Chevron
CVX
$306B
| $14.1M | 0.62% |
98,374
+1,024
|
|