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
51
$6.07M 0.66%
69,625
+160
52
$5.96M 0.64%
88,056
+282
53
$5.81M 0.63%
105,908
-25,989
54
$5.77M 0.62%
86,497
+10,578
55
$5.76M 0.62%
37,194
-100
56
$5.68M 0.61%
73,039
-2,763
57
$5.64M 0.61%
107,100
+10,420
58
$5.47M 0.59%
73,291
+368
59
$5.29M 0.57%
78,226
-135
60
$5.27M 0.57%
28,652
+3,359
61
$5.13M 0.55%
68,143
+17,300
62
$4.87M 0.53%
67,125
-34,731
63
$4.86M 0.52%
33,286
+537
64
$4.84M 0.52%
48,762
+1,269
65
$4.84M 0.52%
25,774
+5,651
66
$4.77M 0.51%
47,131
+352
67
$4.7M 0.51%
23,892
+2,899
68
$4.63M 0.5%
38,851
-3,658
69
$4.61M 0.5%
56,545
+508
70
$4.57M 0.49%
101,963
-70
71
$4.51M 0.49%
53,914
-31,077
72
$4.5M 0.49%
44,098
+4,488
73
$4.31M 0.47%
75,515
+9,798
74
$3.97M 0.43%
90,500
+1,200
75
$3.84M 0.41%
48,363
+15,350