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
76
$2.28M 0.34%
16,442
-2,037
77
$2.22M 0.33%
100,812
-97,511
78
$2.2M 0.33%
12,442
+403
79
$2.19M 0.32%
37,080
-3,027
80
$2.13M 0.32%
+12,822
81
$1.97M 0.29%
65,430
-11,480
82
$1.93M 0.29%
14,641
+41
83
$1.76M 0.26%
29,716
+4,047
84
$1.72M 0.26%
35,669
-57,213
85
$1.71M 0.25%
13,653
-4,084
86
$1.65M 0.25%
7,368
-859
87
$1.65M 0.24%
13,896
88
$1.6M 0.24%
11,297
+2,648
89
$1.52M 0.23%
44,377
-11,356
90
$1.52M 0.23%
76,442
-1,853
91
$1.51M 0.22%
13,200
-544
92
$1.48M 0.22%
34,284
-2,474
93
$1.48M 0.22%
27,689
-4,418
94
$1.48M 0.22%
17,267
-6,660
95
$1.44M 0.21%
16,749
-1,442
96
$1.41M 0.21%
45,653
-156
97
$1.39M 0.21%
25,668
+1,118
98
$1.35M 0.2%
16,403
+1,429
99
$1.32M 0.2%
6,922
100
$1.29M 0.19%
7,926
+1,016
2 3
4
5 6