SC
SouthState Corp Portfolio holdings
AUM
$2.29B
1-Year Return
19.84%
This Quarter Return
+5.06%
1 Year Return
+19.84%
3 Year Return
+71.98%
5 Year Return
+118.02%
10 Year Return
+256.82%
AUM
$1.08B
AUM Growth
+$2.41M
(+0.22%)
Cap. Flow
-$36.6M
Cap. Flow
% of AUM
-3.38%
Top 10 Holdings %
Top 10 Hldgs %
27.81%
Holding
725
New
32
Increased
55
Reduced
248
Closed
86
Top Buys
| 1 |
Parker-Hannifin
PH
|
$1.76M |
| 2 |
Sprott Physical Gold
PHYS
|
$1.3M |
| 3 |
Oracle
ORCL
|
$1.05M |
| 4 |
Constellation Brands
STZ
|
$1.01M |
| 5 |
Roper Technologies
ROP
|
$981K |
Top Sells
| 1 |
Elevance Health
ELV
|
$3.3M |
| 2 |
Bank of America
BAC
|
$2.33M |
| 3 |
JPMorgan Chase
JPM
|
$2.13M |
| 4 |
Pfizer
PFE
|
$2.09M |
| 5 |
Verizon
VZ
|
$2.02M |
Sector Composition
| 1 | Technology | 21.18% |
| 2 | Healthcare | 13.31% |
| 3 | Financials | 12.56% |
| 4 | Consumer Staples | 9.07% |
| 5 | Consumer Discretionary | 6.91% |
