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
26
$9.72M 1.05%
121,028
+20,668
27
$9.64M 1.04%
51,813
+2,880
28
$9.4M 1.01%
111,705
+3,392
29
$9.32M 1.01%
153,525
+283
30
$9.31M 1.01%
81,662
+16,084
31
$9.31M 1.01%
63,695
+13,606
32
$9.13M 0.99%
72,908
+9,383
33
$8.97M 0.97%
74,847
+11,915
34
$8.94M 0.97%
260,163
+15,908
35
$8.89M 0.96%
169,840
+8,960
36
$8.84M 0.95%
58,405
-2,392
37
$8.8M 0.95%
192,943
+11,427
38
$8.68M 0.94%
202,806
+10,313
39
$8.49M 0.92%
33,323
-583
40
$8.17M 0.88%
124,590
-658
41
$7.72M 0.83%
57,581
+827
42
$7.52M 0.81%
107,899
+12,467
43
$7.43M 0.8%
185,423
+1,836
44
$7.35M 0.79%
62,724
+2,885
45
$7.23M 0.78%
91,417
+55,730
46
$7.08M 0.76%
149,761
+11,411
47
$7.06M 0.76%
240,331
+17,563
48
$6.79M 0.73%
116,040
+5,820
49
$6.52M 0.7%
+273,500
50
$6.38M 0.69%
64,019
+159
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