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
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$5.14M
3
+$3.62M
4
TJX icon
TJX Companies
TJX
+$2.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Top Sells

1
+$6.73M
2
+$2.27M
3
+$2.14M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.13M
5
BA icon
Boeing
BA
+$2.08M

Sector Composition

1 Technology 16.12%
2 Financials 15.34%
3 Healthcare 13.73%
4 Consumer Staples 9.03%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$312K 0.03%
5,968
227
$310K 0.03%
+15,890
228
$305K 0.03%
2,127
+84
229
$305K 0.03%
4,168
+184
230
$297K 0.03%
+15,385
231
$294K 0.03%
3,292
232
$289K 0.03%
3,226
-296
233
$286K 0.03%
2,748
-1,125
234
$284K 0.03%
2,639
235
$279K 0.03%
3,475
-250
236
$278K 0.03%
2,960
237
$271K 0.03%
1,626
-1,027
238
$269K 0.03%
+2,060
239
$266K 0.03%
+3,297
240
$264K 0.03%
+1,877
241
$257K 0.03%
+3,206
242
$246K 0.03%
+6,780
243
$239K 0.02%
+4,256
244
$238K 0.02%
+2,775
245
$237K 0.02%
4,152
+332
246
$236K 0.02%
5,000
247
$230K 0.02%
+3,292
248
$227K 0.02%
+4,315
249
$225K 0.02%
+6,960
250
$222K 0.02%
+3,114
7 8 9
10
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