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
$1.08B
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.42M
3
+$2.28M
4
IBM icon
IBM
IBM
+$1.6M
5
ROK icon
Rockwell Automation
ROK
+$1.59M

Top Sells

1
+$10.7M
2
+$4.93M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$1.08M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.03M

Sector Composition

1 Technology 18.16%
2 Healthcare 15.16%
3 Financials 13.54%
4 Consumer Staples 9.11%
5 Consumer Discretionary 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.61M 0.61%
30,860
-817
52
$6.45M 0.6%
24,568
-277
53
$6.35M 0.59%
54,256
+32
54
$6.32M 0.58%
64,052
+4,777
55
$6.01M 0.56%
137,108
-1,196
56
$5.85M 0.54%
66,287
-2,315
57
$5.82M 0.54%
29,216
+356
58
$5.79M 0.54%
52,767
-59
59
$4.82M 0.45%
50,126
+1,752
60
$4.79M 0.44%
62,753
+2,650
61
$4.75M 0.44%
8,956
+261
62
$4.69M 0.43%
134,360
-1,759
63
$4.57M 0.42%
80,232
+79,368
64
$4.48M 0.41%
18,747
-548
65
$4.38M 0.41%
16,630
-2,280
66
$4.37M 0.4%
16,955
-98
67
$4.35M 0.4%
103,643
-5,854
68
$4.34M 0.4%
64,073
+523
69
$4.32M 0.4%
49,669
-3,109
70
$4.06M 0.38%
59,944
-3,288
71
$3.91M 0.36%
35,253
+619
72
$3.83M 0.35%
16,768
+1,126
73
$3.61M 0.33%
82,747
+1,582
74
$3.54M 0.33%
116,113
-2,534
75
$3.49M 0.32%
41,743
-470
1 2
3
4 5