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
$1.16B
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.67M
3
+$4.02M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.31M
5
AMZN icon
Amazon
AMZN
+$2.07M

Top Sells

1
+$3.81M
2
+$1.44M
3
+$1.06M
4
SSB icon
SouthState Bank Corp
SSB
+$922K
5
LYB icon
LyondellBasell Industries
LYB
+$915K

Sector Composition

1 Technology 18.41%
2 Financials 13.05%
3 Healthcare 12.46%
4 Consumer Discretionary 7.57%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$77K 0.01%
+2,534
277
$76K 0.01%
1,000
278
$74K 0.01%
417
+29
279
$72K 0.01%
1,000
280
$72K 0.01%
1,485
-503
281
$67K 0.01%
515
282
$65K 0.01%
370
283
$61K 0.01%
250
284
$59K 0.01%
500
285
$58K 0.01%
1,000
286
$57K ﹤0.01%
280
287
$57K ﹤0.01%
1,250
288
$56K ﹤0.01%
356
-11
289
$55K ﹤0.01%
200
290
$55K ﹤0.01%
1,928
291
$54K ﹤0.01%
615
292
$54K ﹤0.01%
332
293
$51K ﹤0.01%
328
294
$47K ﹤0.01%
300
295
$43K ﹤0.01%
+702
296
$43K ﹤0.01%
1,250
297
$43K ﹤0.01%
136
298
$40K ﹤0.01%
187
299
$35K ﹤0.01%
350
300
$35K ﹤0.01%
88
10 11
12
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