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
101
$1.29M 0.19%
67,557
-2,400
102
$1.27M 0.19%
8,810
+257
103
$1.23M 0.18%
4,949
+560
104
$1.21M 0.18%
+2,773
105
$1.2M 0.18%
23,811
-46,242
106
$1.18M 0.18%
+14,641
107
$1.14M 0.17%
5,200
108
$1.14M 0.17%
31,640
-10,478
109
$1.13M 0.17%
9,617
+690
110
$1.13M 0.17%
8,764
+92
111
$1.13M 0.17%
+49,016
112
$1.09M 0.16%
4
113
$1.07M 0.16%
20,070
-6,454
114
$1.03M 0.15%
13,044
+999
115
$1.03M 0.15%
15,028
-40,267
116
$1.01M 0.15%
13,906
-187
117
$991K 0.15%
9,913
-250
118
$980K 0.15%
6,502
-69
119
$942K 0.14%
5,361
+1,092
120
$942K 0.14%
10,402
-1,202
121
$922K 0.14%
9,294
-969
122
$903K 0.13%
23,355
+1,116
123
$893K 0.13%
4,957
-142
124
$876K 0.13%
80,986
+15,829
125
$870K 0.13%
5,833
-24,208
3 4
5
6 7