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
$1.07B
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.61M
3
+$2.27M
4
BHP icon
BHP
BHP
+$1.84M
5
KO icon
Coca-Cola
KO
+$1.74M

Top Sells

1
+$7.44M
2
+$3.78M
3
+$3.45M
4
MCD icon
McDonald's
MCD
+$2.95M
5
MOS icon
The Mosaic Company
MOS
+$1.69M

Sector Composition

1 Technology 18%
2 Healthcare 14.39%
3 Financials 12.38%
4 Consumer Staples 8.72%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$73K 0.01%
1,000
352
$73K 0.01%
1,000
353
$72K 0.01%
551
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354
$72K 0.01%
5,583
355
$71K 0.01%
1,650
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356
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1,000
357
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466
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358
$68K 0.01%
875
359
$68K 0.01%
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360
$67K 0.01%
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361
$66K 0.01%
392
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362
$66K 0.01%
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363
$65K 0.01%
615
364
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3,000
365
$64K 0.01%
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366
$64K 0.01%
2,709
367
$63K 0.01%
2,316
368
$62K 0.01%
1,266
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369
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1,019
-2,823
370
$61K 0.01%
6,955
371
$61K 0.01%
513
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372
$60K 0.01%
1,300
373
$60K 0.01%
347
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374
$59K 0.01%
6,194
375
$59K 0.01%
1,909
+948
13 14
15
16 17