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
251
$170K 0.01%
1,154
-28
252
$169K 0.01%
4,577
+395
253
$166K 0.01%
1,325
254
$165K 0.01%
1,250
255
$163K 0.01%
+929
256
$161K 0.01%
1,189
-183
257
$160K 0.01%
1,380
258
$159K 0.01%
1,864
-102
259
$158K 0.01%
4,335
-490
260
$155K 0.01%
1,722
261
$153K 0.01%
1,035
-20
262
$147K 0.01%
950
263
$145K 0.01%
1,063
264
$137K 0.01%
2,000
265
$134K 0.01%
1,177
266
$133K 0.01%
+1,898
267
$133K 0.01%
3,685
-230
268
$132K 0.01%
486
-63
269
$131K 0.01%
2,700
-270
270
$131K 0.01%
1,871
-50
271
$128K 0.01%
2,788
-927
272
$125K 0.01%
3,049
+425
273
$119K 0.01%
1,500
-165
274
$117K 0.01%
446
275
$113K 0.01%
3,139
-150
9 10
11
12 13