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
$799M
AUM Growth
-$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.55M
3
+$2.12M
4
VZ icon
Verizon
VZ
+$1.39M
5
WMT icon
Walmart
WMT
+$947K

Top Sells

1
+$7.34M
2
+$3.55M
3
+$2.94M
4
CELG
Celgene Corp
CELG
+$2.65M
5
MSFT icon
Microsoft
MSFT
+$2.58M

Sector Composition

1 Technology 16.73%
2 Financials 15.88%
3 Healthcare 12.57%
4 Consumer Staples 9.07%
5 Industrials 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.86M 0.23%
20,752
-5,163
102
$1.86M 0.23%
16,887
-3,125
103
$1.67M 0.21%
25,562
+315
104
$1.61M 0.2%
69,957
105
$1.42M 0.18%
12,193
-3,881
106
$1.4M 0.17%
7,256
-349
107
$1.38M 0.17%
10,781
-1,011
108
$1.37M 0.17%
5,090
109
$1.36M 0.17%
21,990
+250
110
$1.33M 0.17%
13,420
-26,681
111
$1.32M 0.17%
7,005
112
$1.32M 0.17%
14,855
-172
113
$1.3M 0.16%
10,067
-118
114
$1.27M 0.16%
8,403
-130
115
$1.25M 0.16%
4
116
$1.24M 0.15%
60,305
-9,984
117
$1.2M 0.15%
8,612
+496
118
$1.12M 0.14%
14,794
-173
119
$1.12M 0.14%
25,792
-1,993
120
$1.11M 0.14%
7,933
-190
121
$1.09M 0.14%
6,856
-1,853
122
$1.07M 0.13%
8,311
+194
123
$1.06M 0.13%
5,065
+2,088
124
$1.05M 0.13%
10,317
125
$1.05M 0.13%
24,549
-5,210
3 4
5
6 7