SC

SouthState Corp Portfolio holdings

AUM $2.29B
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$799M
AUM Growth
-$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.55M
3
+$2.12M
4
VZ icon
Verizon
VZ
+$1.39M
5
WMT icon
Walmart
WMT
+$947K

Top Sells

1
+$7.34M
2
+$3.55M
3
+$2.94M
4
CELG
Celgene Corp
CELG
+$2.65M
5
MSFT icon
Microsoft
MSFT
+$2.58M

Sector Composition

1 Technology 16.73%
2 Financials 15.88%
3 Healthcare 12.57%
4 Consumer Staples 9.07%
5 Industrials 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.98M 0.75%
115,990
-16,940
52
$5.95M 0.74%
23,454
-3,718
53
$5.89M 0.74%
36,472
-1,975
54
$5.65M 0.71%
71,179
-10,584
55
$5.56M 0.7%
34,455
-4,774
56
$5.55M 0.69%
+37,380
57
$5.11M 0.64%
92,766
-13,094
58
$5.07M 0.63%
42,393
-20
59
$4.98M 0.62%
37,043
+2,278
60
$4.91M 0.61%
108,844
-11,338
61
$4.78M 0.6%
78,200
-480
62
$4.74M 0.59%
115,435
+177
63
$4.64M 0.58%
21,465
-2,214
64
$4.57M 0.57%
79,612
-51,159
65
$4.44M 0.56%
62,277
-32,493
66
$4.42M 0.55%
52,873
-5,120
67
$4.32M 0.54%
64,556
-10,298
68
$4.11M 0.51%
71,430
-7,807
69
$3.69M 0.46%
42,580
-3,450
70
$3.37M 0.42%
11,380
-1,127
71
$3.25M 0.41%
31,704
-3,190
72
$3.2M 0.4%
67,165
-16,333
73
$3.19M 0.4%
32,661
-7,140
74
$3.06M 0.38%
38,135
-2,793
75
$2.95M 0.37%
18,015
-1,715
1 2
3
4 5