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
501
$17K ﹤0.01%
2,000
502
$17K ﹤0.01%
735
-35
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$17K ﹤0.01%
213
504
$16K ﹤0.01%
+60
505
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602
506
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136
507
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137
508
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+193
509
$16K ﹤0.01%
568
510
$15K ﹤0.01%
90
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511
$15K ﹤0.01%
62
-212
512
$15K ﹤0.01%
386
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$15K ﹤0.01%
100
514
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95
515
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23
+20
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$15K ﹤0.01%
25
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$15K ﹤0.01%
90
518
$15K ﹤0.01%
587
519
$14K ﹤0.01%
337
520
$14K ﹤0.01%
250
521
$14K ﹤0.01%
+394
522
$14K ﹤0.01%
495
523
$14K ﹤0.01%
479
524
$14K ﹤0.01%
693
525
$14K ﹤0.01%
160
19 20
21
22 23