SC

SouthState Corp Portfolio holdings

AUM $2.29B
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.56M
3
+$2.95M
4
ZS icon
Zscaler
ZS
+$2.73M
5
PYPL icon
PayPal
PYPL
+$2.64M

Top Sells

1
+$3.45M
2
+$2.97M
3
+$1.61M
4
CI icon
Cigna
CI
+$1.08M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$789K

Sector Composition

1 Technology 23.81%
2 Financials 14.67%
3 Healthcare 12.31%
4 Consumer Staples 8.28%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$289K 0.02%
2,910
-333
227
$284K 0.02%
2,159
-774
228
$284K 0.02%
3,708
-189
229
$280K 0.02%
2,975
230
$278K 0.02%
6,616
+4,089
231
$276K 0.02%
1,324
232
$274K 0.02%
3,500
233
$272K 0.02%
326
+16
234
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2,018
235
$245K 0.02%
440
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236
$233K 0.02%
5,500
237
$232K 0.02%
1,288
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238
$229K 0.02%
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239
$229K 0.02%
1,575
240
$229K 0.02%
+10,191
241
$225K 0.02%
2,000
242
$224K 0.02%
1,896
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243
$216K 0.02%
2,124
244
$214K 0.02%
623
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245
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2,811
246
$200K 0.02%
13,552
247
$197K 0.02%
14,842
-11
248
$196K 0.02%
810
249
$195K 0.02%
2,101
-149
250
$193K 0.02%
1,543
-469
8 9
10
11 12