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

Top Buys

1
+$1.56M
2
+$1.46M
3
+$638K
4
SNA icon
Snap-on
SNA
+$613K
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$575K

Top Sells

1
+$3.6M
2
+$1.93M
3
+$1.08M
4
B
Barrick Mining
B
+$845K
5
VZ icon
Verizon
VZ
+$832K

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
476
$14K ﹤0.01%
600
+530
477
$14K ﹤0.01%
90
478
$13K ﹤0.01%
32
-3
479
$13K ﹤0.01%
250
480
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383
481
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445
-50
482
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-100
483
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693
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485
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486
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356
487
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572
-774
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330
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121
491
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66
-125
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494
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495
$12K ﹤0.01%
325
-61
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$12K ﹤0.01%
700
+400
497
$12K ﹤0.01%
337
498
$12K ﹤0.01%
234
499
$12K ﹤0.01%
479
500
$12K ﹤0.01%
150
18 19
20
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