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
301
$91K 0.01%
1,000
302
$90.9K 0.01%
2,806
303
$90.1K 0.01%
515
-79
304
$88.9K 0.01%
2,613
-661
305
$88.8K 0.01%
4,500
306
$88.7K 0.01%
615
307
$87.2K 0.01%
1,500
308
$86.2K 0.01%
+2,896
309
$85.8K 0.01%
5,000
310
$85.5K 0.01%
1,000
311
$85.4K 0.01%
1,000
-125
312
$82.9K 0.01%
372
313
$80.6K 0.01%
1,244
-26
314
$76.6K 0.01%
469
315
$75.1K 0.01%
2,000
+1,000
316
$74.9K 0.01%
1,300
-42
317
$74.6K 0.01%
+4,259
318
$73.8K 0.01%
52
319
$72.7K 0.01%
883
-780
320
$72.7K 0.01%
280
-25
321
$72.5K 0.01%
+771
322
$71.9K 0.01%
+1,233
323
$69K 0.01%
1,235
-535
324
$68.9K 0.01%
2,316
325
$68.9K 0.01%
630
-55
11 12
13
14 15