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
$1B
AUM Growth
-$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.63M
3
+$735K
4
SNA icon
Snap-on
SNA
+$657K
5
ISRG icon
Intuitive Surgical
ISRG
+$648K

Top Sells

1
+$3.73M
2
+$1.96M
3
+$1.17M
4
VZ icon
Verizon
VZ
+$975K
5
B
Barrick Mining
B
+$861K

Sector Composition

1 Technology 17.88%
2 Healthcare 14.48%
3 Financials 12.5%
4 Consumer Staples 8.64%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$85K 0.01%
2,025
-300
327
$85K 0.01%
8,191
-366
328
$83K 0.01%
1,000
329
$81K 0.01%
1,654
330
$80K 0.01%
1,008
331
$80K 0.01%
753
332
$79K 0.01%
264
333
$77K 0.01%
704
+89
334
$77K 0.01%
2,996
-4
335
$76K 0.01%
1,000
336
$75K 0.01%
1,938
337
$74K 0.01%
305
338
$73K 0.01%
1,700
339
$73K 0.01%
+1,240
340
$72K 0.01%
4,500
341
$71K 0.01%
989
-1,440
342
$71K 0.01%
1,906
-100
343
$70K 0.01%
872
-3
344
$68K 0.01%
1,650
345
$67K 0.01%
2,926
+750
346
$67K 0.01%
378
+232
347
$66K 0.01%
1,083
348
$65K 0.01%
392
349
$65K 0.01%
1,000
350
$64K 0.01%
964
12 13
14
15 16