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
$674M
AUM Growth
-$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.48M
3
+$4.28M
4
VZ icon
Verizon
VZ
+$3.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.44M

Top Sells

1
+$3.84M
2
+$3.61M
3
+$3.19M
4
ORCL icon
Oracle
ORCL
+$2.77M
5
YUM icon
Yum! Brands
YUM
+$2.76M

Sector Composition

1 Technology 19.59%
2 Financials 14.97%
3 Healthcare 14.45%
4 Consumer Staples 9.56%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.16M 0.62%
70,490
-10,532
52
$3.94M 0.59%
54,540
-3,889
53
$3.93M 0.58%
112,684
+1,893
54
$3.86M 0.57%
112,211
-4,312
55
$3.82M 0.57%
48,656
-5,002
56
$3.8M 0.56%
27,998
-5,659
57
$3.58M 0.53%
103,985
-12,292
58
$3.52M 0.52%
47,056
+8,901
59
$3.35M 0.5%
12,600
+1,001
60
$3.32M 0.49%
99,652
-17,627
61
$3.31M 0.49%
40,095
+7,493
62
$3.15M 0.47%
63,537
+4,610
63
$2.92M 0.43%
65,434
+11,666
64
$2.79M 0.41%
29,877
+5,792
65
$2.76M 0.41%
27,563
-3,046
66
$2.67M 0.4%
56,206
-8,801
67
$2.65M 0.39%
17,156
-12,510
68
$2.6M 0.39%
43,272
-224
69
$2.49M 0.37%
33,869
-2,927
70
$2.47M 0.37%
14,984
-1,475
71
$2.46M 0.37%
54,003
-14,495
72
$2.45M 0.36%
43,938
-5,099
73
$2.43M 0.36%
33,657
-633
74
$2.41M 0.36%
18,156
+5,325
75
$2.38M 0.35%
31,686
-9,149
1 2
3
4 5