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
$1.02B
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.75M
3
+$1.55M
4
D icon
Dominion Energy
D
+$1.27M
5
ABBV icon
AbbVie
ABBV
+$1.04M

Top Sells

1
+$12.3M
2
+$5.56M
3
+$2.67M
4
MSFT icon
Microsoft
MSFT
+$1.99M
5
CSCO icon
Cisco
CSCO
+$1.93M

Sector Composition

1 Technology 19.99%
2 Financials 13.02%
3 Healthcare 12.57%
4 Consumer Staples 8.35%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.5M 0.54%
65,188
-1,594
52
$5.49M 0.54%
16,070
-36,081
53
$5.47M 0.54%
23,791
-2,107
54
$5.39M 0.53%
24,230
-1,008
55
$5.38M 0.53%
34,943
-1,153
56
$5.16M 0.51%
143,282
-10,000
57
$5.08M 0.5%
57,940
-10,180
58
$4.93M 0.49%
94,059
-7,898
59
$4.89M 0.48%
103,610
-298
60
$4.83M 0.48%
42,762
+9,226
61
$4.8M 0.47%
13,327
-56
62
$4.76M 0.47%
17,435
-1,389
63
$4.63M 0.46%
50,532
-6,428
64
$4.45M 0.44%
39,087
-5,760
65
$4.38M 0.43%
30,534
-713
66
$4.15M 0.41%
23,575
-3,294
67
$4.08M 0.4%
87,519
-7,430
68
$4.01M 0.4%
97,437
-8,596
69
$3.96M 0.39%
49,223
-4,690
70
$3.88M 0.38%
77,578
-4,888
71
$3.81M 0.37%
5,753
+447
72
$3.62M 0.36%
48,155
+16,824
73
$3.47M 0.34%
20,621
-1,872
74
$3.41M 0.34%
20,072
+308
75
$3.3M 0.32%
160,770
-21,959
1 2
3
4 5