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

Top Buys

1 +$1.87M
2 +$1.63M
3 +$735K
4
SNA icon
Snap-on
SNA
+$657K
5
ISRG icon
Intuitive Surgical
ISRG
+$648K

Top Sells

1 +$3.73M
2 +$1.96M
3 +$1.17M
4
VZ icon
Verizon
VZ
+$975K
5
B
Barrick Mining
B
+$861K

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
501
$12K ﹤0.01%
470
-400
502
$12K ﹤0.01%
+98
503
$12K ﹤0.01%
65
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504
$12K ﹤0.01%
+687
505
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293
506
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38
507
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49
508
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211
509
$11K ﹤0.01%
+404
510
$11K ﹤0.01%
+141
511
$11K ﹤0.01%
+184
512
$11K ﹤0.01%
+314
513
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297
514
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266
-1,000
515
$11K ﹤0.01%
+240
516
$10K ﹤0.01%
60
517
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153
518
$10K ﹤0.01%
38
519
$10K ﹤0.01%
999
520
$10K ﹤0.01%
280
521
$10K ﹤0.01%
+77
522
$10K ﹤0.01%
260
523
$10K ﹤0.01%
282
524
$10K ﹤0.01%
+287
525
$10K ﹤0.01%
+60