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
$926M
AUM Growth
+$925M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.41M
3
+$2.35M
4
ACN icon
Accenture
ACN
+$2.19M
5
AAPL icon
Apple
AAPL
+$2.14M

Top Sells

1
+$10M
2
+$5.35M
3
+$2.61M
4
GE icon
GE Aerospace
GE
+$2.6M
5
CVS icon
CVS Health
CVS
+$2.52M

Sector Composition

1 Financials 14.83%
2 Technology 13.71%
3 Healthcare 12.57%
4 Consumer Staples 9.84%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.19M 0.24%
+14,312
102
$2.14M 0.23%
43,034
+17,595
103
$2.14M 0.23%
37,200
+6,037
104
$2.04M 0.22%
17,816
+113
105
$1.99M 0.21%
50,920
+6,220
106
$1.87M 0.2%
31,497
+210
107
$1.87M 0.2%
30,772
+11,669
108
$1.86M 0.2%
15,141
+35
109
$1.79M 0.19%
27,637
-550
110
$1.78M 0.19%
29,932
-1,543
111
$1.77M 0.19%
18,005
-165
112
$1.74M 0.19%
8,351
+6,867
113
$1.68M 0.18%
11,005
+3,580
114
$1.67M 0.18%
9,673
+509
115
$1.63M 0.18%
49,164
+24,001
116
$1.58M 0.17%
6,099
+5,074
117
$1.53M 0.17%
11,379
-5,373
118
$1.49M 0.16%
+14,303
119
$1.49M 0.16%
10,291
+63
120
$1.46M 0.16%
+7,319
121
$1.45M 0.16%
20,732
+16,602
122
$1.42M 0.15%
17,135
-590
123
$1.42M 0.15%
16,927
+135
124
$1.4M 0.15%
9,466
+4,879
125
$1.4M 0.15%
12,919
+10,391
3 4
5
6 7