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
451
$28K ﹤0.01%
1,027
452
$27K ﹤0.01%
2,175
453
$26K ﹤0.01%
350
454
$26K ﹤0.01%
320
455
$26K ﹤0.01%
+400
456
$25K ﹤0.01%
2,015
+625
457
$25K ﹤0.01%
165
458
$25K ﹤0.01%
382
+356
459
$24K ﹤0.01%
+262
460
$24K ﹤0.01%
349
-100
461
$24K ﹤0.01%
870
+400
462
$24K ﹤0.01%
285
+33
463
$24K ﹤0.01%
1,942
464
$23K ﹤0.01%
157
-855
465
$23K ﹤0.01%
708
466
$23K ﹤0.01%
+540
467
$23K ﹤0.01%
496
468
$23K ﹤0.01%
168
+145
469
$23K ﹤0.01%
128
470
$23K ﹤0.01%
+247
471
$22K ﹤0.01%
192
472
$22K ﹤0.01%
230
473
$21K ﹤0.01%
150
474
$21K ﹤0.01%
1,250
475
$20K ﹤0.01%
+570
17 18
19
20 21