SC

SouthState Corp Portfolio holdings

AUM $2.24B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
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
+$5.48M
2
+$4.94M
3
+$4.87M
4
VZ icon
Verizon
VZ
+$3.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.84M

Top Sells

1
+$6.63M
2
+$4.07M
3
+$4M
4
EXPE icon
Expedia Group
EXPE
+$3.84M
5
YUM icon
Yum! Brands
YUM
+$3.76M

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
251
– –
-7,330
252
– –
-12,406
253
– –
-1,070
254
– –
-4,400
255
– –
-8,950
256
– –
-7,670
257
– –
-8,049
258
– –
-6,204
7 8 9 10
11