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
$674M
AUM Growth
-$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.48M
3
+$4.28M
4
VZ icon
Verizon
VZ
+$3.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.44M

Top Sells

1
+$3.84M
2
+$3.61M
3
+$3.19M
4
ORCL icon
Oracle
ORCL
+$2.77M
5
YUM icon
Yum! Brands
YUM
+$2.76M

Sector Composition

1 Technology 19.59%
2 Financials 14.97%
3 Healthcare 14.45%
4 Consumer Staples 9.56%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.81M 1.16%
176,461
+10,281
27
$7.58M 1.13%
129,152
+4,920
28
$7.24M 1.08%
54,290
-3,335
29
$7.22M 1.07%
233,360
+145,008
30
$7.17M 1.06%
88,874
+5,127
31
$7.11M 1.06%
600,585
-43,995
32
$6.43M 0.96%
22,443
-1,131
33
$6.09M 0.9%
186,724
+10,825
34
$5.96M 0.88%
19,110
+13,738
35
$5.85M 0.87%
60,753
-19,011
36
$5.85M 0.87%
35,381
+457
37
$5.82M 0.86%
107,520
-6,746
38
$5.5M 0.82%
21,360
-1,927
39
$5.36M 0.8%
+292,414
40
$5.26M 0.78%
37,493
-3,137
41
$5.23M 0.78%
25,784
-3,844
42
$4.8M 0.71%
196,904
+23,367
43
$4.74M 0.7%
42,443
+4,987
44
$4.63M 0.69%
35,303
+1,449
45
$4.61M 0.68%
44,588
+2,061
46
$4.6M 0.68%
48,705
-11,035
47
$4.42M 0.66%
116,500
-10,439
48
$4.36M 0.65%
30,263
-5,919
49
$4.29M 0.64%
51,871
+22,699
50
$4.24M 0.63%
73,040
-6,720
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