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
$667M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.97M
3
+$1.33M
4
AAPL icon
Apple
AAPL
+$1.25M
5
HON icon
Honeywell
HON
+$1.14M

Top Sells

1
+$1.52M
2
+$1.51M
3
+$1.33M
4
CTXS
Citrix Systems Inc
CTXS
+$1.27M
5
T icon
AT&T
T
+$926K

Sector Composition

1 Healthcare 14.19%
2 Consumer Staples 12.86%
3 Financials 11.53%
4 Technology 10.76%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.01M 0.45%
22,907
+1,194
77
$2.99M 0.45%
40,456
-20,600
78
$2.93M 0.44%
45,937
-19,985
79
$2.92M 0.44%
108,702
-9,278
80
$2.65M 0.4%
18,250
-796
81
$2.63M 0.39%
33,401
-6,550
82
$2.54M 0.38%
64,714
-520
83
$2.5M 0.37%
59,408
-2,296
84
$2.41M 0.36%
32,981
-891
85
$2.41M 0.36%
34,970
-46
86
$2.37M 0.36%
33,236
+180
87
$2.2M 0.33%
29,637
+13,617
88
$2.12M 0.32%
34,195
+523
89
$2.07M 0.31%
28,747
+1,925
90
$2.05M 0.31%
20,447
-1,765
91
$2.01M 0.3%
29,975
-450
92
$2.01M 0.3%
20,784
-8,710
93
$1.9M 0.28%
25,343
+13,523
94
$1.88M 0.28%
22,498
-4,970
95
$1.85M 0.28%
34,183
-469
96
$1.83M 0.27%
66,122
+1,785
97
$1.8M 0.27%
17,475
-1,555
98
$1.78M 0.27%
20,892
-437
99
$1.72M 0.26%
31,117
-1,707
100
$1.72M 0.26%
45,230
-3,386
2 3
4
5 6