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
$972M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$4.25M
3
+$3.79M
4
GS icon
Goldman Sachs
GS
+$3.09M
5
XOM icon
Exxon Mobil
XOM
+$2.95M

Top Sells

1
+$4.72M
2
+$3.44M
3
+$2.48M
4
AMGN icon
Amgen
AMGN
+$2.39M
5
MDT icon
Medtronic
MDT
+$1.35M

Sector Composition

1 Technology 16.08%
2 Financials 13.99%
3 Healthcare 13.95%
4 Industrials 9.41%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$294K 0.03%
4,466
+686
227
$293K 0.03%
3,247
-3
228
$291K 0.03%
3,178
-1,720
229
$290K 0.03%
2,618
-300
230
$287K 0.03%
+2,589
231
$283K 0.03%
1,248
232
$281K 0.03%
1,747
+185
233
$279K 0.03%
2,470
+100
234
$278K 0.03%
10,046
235
$274K 0.03%
12,319
-3,528
236
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237
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2,668
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238
$267K 0.03%
3,451
-3,949
239
$259K 0.03%
+3,593
240
$250K 0.03%
+616
241
$246K 0.03%
2,840
242
$246K 0.03%
2,818
243
$243K 0.03%
+1,521
244
$239K 0.02%
5,000
245
$238K 0.02%
3,114
246
$235K 0.02%
3,230
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247
$234K 0.02%
498
-70
248
$232K 0.02%
2,776
-156
249
$232K 0.02%
2,800
250
$225K 0.02%
1,500
8 9
10
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