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
$1.17B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$4.47M
3
+$3.41M
4
ABT icon
Abbott
ABT
+$3.39M
5
AXP icon
American Express
AXP
+$2.21M

Top Sells

1
+$4.51M
2
+$2.01M
3
+$1.59M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.13M
5
MSFT icon
Microsoft
MSFT
+$1.1M

Sector Composition

1 Technology 24.32%
2 Financials 13.84%
3 Healthcare 12.26%
4 Consumer Staples 8.41%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$266K 0.02%
+3,234
227
$264K 0.02%
4,268
228
$261K 0.02%
3,573
229
$255K 0.02%
1,324
-60
230
$252K 0.02%
310
-12
231
$244K 0.02%
481
-90
232
$242K 0.02%
3,500
-1,000
233
$234K 0.02%
2,012
+176
234
$230K 0.02%
4,279
-1,525
235
$229K 0.02%
3,120
+3,044
236
$227K 0.02%
2,018
237
$226K 0.02%
2,560
-264
238
$225K 0.02%
13,552
239
$222K 0.02%
810
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240
$219K 0.02%
1,575
-55
241
$215K 0.02%
5,500
242
$212K 0.02%
3,434
-4,719
243
$204K 0.02%
2,124
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244
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2,250
+29
245
$191K 0.02%
4,945
-963
246
$186K 0.02%
2,000
247
$186K 0.02%
2,811
-230
248
$185K 0.02%
12,345
+6,288
249
$181K 0.02%
14,853
-1,456
250
$170K 0.01%
368
+53
8 9
10
11 12