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
151
$592K 0.09%
9,227
+1,060
152
$591K 0.09%
20,582
+2,265
153
$574K 0.09%
2,710
154
$570K 0.08%
16,376
-91,621
155
$565K 0.08%
24,022
-15,266
156
$564K 0.08%
23,790
-8,680
157
$555K 0.08%
6,053
+795
158
$545K 0.08%
+6,360
159
$532K 0.08%
4,445
-88
160
$529K 0.08%
6,611
161
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11,285
162
$500K 0.07%
2,889
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163
$482K 0.07%
3,395
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164
$472K 0.07%
5,649
+242
165
$463K 0.07%
3,172
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166
$444K 0.07%
12,452
167
$429K 0.06%
17,746
168
$418K 0.06%
5,679
-1,800
169
$412K 0.06%
4,226
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170
$406K 0.06%
14,739
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171
$393K 0.06%
3,386
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172
$371K 0.06%
7,339
173
$366K 0.05%
3,953
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174
$355K 0.05%
7,650
+4,000
175
$347K 0.05%
2,268
-36
5 6
7
8 9