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
$1.26B
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.02M
3
+$1.25M
4
LOW icon
Lowe's Companies
LOW
+$1.2M
5
AVGO icon
Broadcom
AVGO
+$1.16M

Top Sells

1
+$3.41M
2
+$2.98M
3
+$2.49M
4
HON icon
Honeywell
HON
+$2.36M
5
XOM icon
Exxon Mobil
XOM
+$2.04M

Sector Composition

1 Technology 18.72%
2 Healthcare 12.86%
3 Financials 12.56%
4 Consumer Staples 7.76%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$87K 0.01%
274
+264
377
$87K 0.01%
944
+110
378
$86K 0.01%
+1,083
379
$86K 0.01%
264
380
$86K 0.01%
462
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381
$85K 0.01%
950
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382
$84K 0.01%
4,500
383
$82K 0.01%
1,786
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384
$79K 0.01%
875
385
$78K 0.01%
5,583
386
$78K 0.01%
1,000
387
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1,117
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388
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389
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+2,000
390
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+1,985
391
$72K 0.01%
3,000
392
$72K 0.01%
1,634
393
$71K 0.01%
1,022
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394
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396
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2,316
397
$68K 0.01%
6,955
398
$68K 0.01%
515
399
$66K 0.01%
4,000
400
$66K 0.01%
615
14 15
16
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