SC

SouthState Corp Portfolio holdings

AUM $2.24B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$1.23M
3 +$995K
4
ORCL icon
Oracle
ORCL
+$992K
5
ROP icon
Roper Technologies
ROP
+$962K

Top Sells

1 +$3.42M
2 +$2.69M
3 +$2.24M
4
PFE icon
Pfizer
PFE
+$2.21M
5
VZ icon
Verizon
VZ
+$2.05M

Sector Composition

1 Technology 21.18%
2 Healthcare 13.31%
3 Financials 12.56%
4 Consumer Staples 9.07%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
-7,965
677
-22,672
678
-1,000
679
-147
680
-23
681
-336
682
-138
683
-2,000
684
-6,231
685
-6,194
686
-1,679
687
-172
688
-60
689
-200
690
-3,334
691
-200
692
-333
693
-32
694
-1,027
695
-128
696
-568
697
-165
698
-1
699
-2,100
700
-92