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
126
$1.39M 0.15%
10,126
-330
127
$1.33M 0.14%
24,840
-99,787
128
$1.33M 0.14%
11,334
-1,736
129
$1.31M 0.14%
5,254
+3,837
130
$1.3M 0.14%
13,691
+4,891
131
$1.29M 0.14%
70,623
+366
132
$1.28M 0.14%
17,949
+161
133
$1.27M 0.14%
13,186
-661
134
$1.27M 0.14%
8,140
135
$1.26M 0.14%
5,090
136
$1.23M 0.13%
8,399
-240
137
$1.2M 0.13%
6,811
+5,173
138
$1.2M 0.13%
14,841
+1,378
139
$1.19M 0.13%
28,618
-62,924
140
$1.18M 0.13%
12,520
141
$1.17M 0.13%
12,735
142
$1.12M 0.12%
42,152
+14,952
143
$1.09M 0.12%
10,411
+3,648
144
$1.08M 0.12%
+9,715
145
$1.06M 0.11%
+21,084
146
$1.05M 0.11%
21,845
+3,050
147
$1.05M 0.11%
+7,795
148
$1.04M 0.11%
15,068
+10,845
149
$1.04M 0.11%
14,356
+3,835
150
$1.04M 0.11%
+34,950
4 5
6
7 8