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
$667M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.97M
3
+$1.33M
4
AAPL icon
Apple
AAPL
+$1.25M
5
HON icon
Honeywell
HON
+$1.14M

Top Sells

1
+$1.52M
2
+$1.51M
3
+$1.33M
4
CTXS
Citrix Systems Inc
CTXS
+$1.27M
5
T icon
AT&T
T
+$926K

Sector Composition

1 Healthcare 14.19%
2 Consumer Staples 12.86%
3 Financials 11.53%
4 Technology 10.76%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.45M 0.67%
81,011
-913
52
$4.37M 0.66%
54,062
-1,265
53
$4.3M 0.64%
61,589
-2,336
54
$4.16M 0.62%
65,523
+324
55
$4.07M 0.61%
78,086
+15,770
56
$4.07M 0.61%
46,248
+801
57
$4.01M 0.6%
50,657
+2,864
58
$4M 0.6%
37,153
+5,225
59
$3.95M 0.59%
16,797
-1,458
60
$3.94M 0.59%
66,111
+1,722
61
$3.84M 0.58%
106,502
-168
62
$3.83M 0.57%
33,925
-1,020
63
$3.82M 0.57%
287,857
+1,582
64
$3.79M 0.57%
47,793
-14
65
$3.7M 0.55%
90,406
-12,459
66
$3.7M 0.55%
60,849
-3,828
67
$3.55M 0.53%
24,229
-507
68
$3.52M 0.53%
47,824
-976
69
$3.46M 0.52%
93,974
-2,800
70
$3.45M 0.52%
41,471
-348
71
$3.38M 0.51%
16,116
+3,041
72
$3.28M 0.49%
93,240
+3,320
73
$3.23M 0.48%
93,200
+19,920
74
$3.22M 0.48%
65,109
+1,656
75
$3.06M 0.46%
44,979
+701
1 2
3
4 5