SC
SouthState Corp Portfolio holdings
AUM
$2.29B
1-Year Return
19.84%
This Quarter Return
+3.07%
1 Year Return
+19.84%
3 Year Return
+71.98%
5 Year Return
+118.02%
10 Year Return
+256.82%
AUM
$890M
AUM Growth
+$20.9M
(+2.4%)
Cap. Flow
+$836K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
22.13%
Holding
282
New
30
Increased
53
Reduced
146
Closed
13
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.37M |
| 2 |
McDonald's
MCD
|
$2.05M |
| 3 |
Sony
SONY
|
$1.86M |
| 4 |
Texas Instruments
TXN
|
$1.3M |
| 5 |
Illumina
ILMN
|
$1.26M |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$5.64M |
| 2 |
CVS Health
CVS
|
$1.39M |
| 3 |
Starbucks
SBUX
|
$1.32M |
| 4 |
Microsoft
MSFT
|
$1.14M |
| 5 |
Johnson & Johnson
JNJ
|
$1.08M |
Sector Composition
| 1 | Technology | 15.55% |
| 2 | Financials | 13.8% |
| 3 | Healthcare | 13.17% |
| 4 | Industrials | 9.35% |
| 5 | Consumer Staples | 9.05% |
