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
$972M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.9M
3
+$3.85M
4
GS icon
Goldman Sachs
GS
+$3.21M
5
XOM icon
Exxon Mobil
XOM
+$2.84M

Top Sells

1
+$4.29M
2
+$3.3M
3
+$2.51M
4
AMGN icon
Amgen
AMGN
+$2.27M
5
MDT icon
Medtronic
MDT
+$1.27M

Sector Composition

1 Technology 16.08%
2 Financials 13.99%
3 Healthcare 13.95%
4 Industrials 9.41%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-5,814
277
– –
-3,720
278
– –
-11,873
279
– –
-7,840
280
– –
-1,860
281
– –
-5,850
282
– –
-10,800
8 9 10 11
12