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
526
$17K ﹤0.01%
25
527
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2,000
528
$17K ﹤0.01%
180
529
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522
530
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95
-370
531
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470
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532
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533
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265
534
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535
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137
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536
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+293
537
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+330
538
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539
$16K ﹤0.01%
100
540
$16K ﹤0.01%
495
541
$16K ﹤0.01%
602
542
$16K ﹤0.01%
226
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543
$16K ﹤0.01%
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544
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100
545
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+693
546
$16K ﹤0.01%
282
547
$15K ﹤0.01%
297
-23
548
$15K ﹤0.01%
479
549
$15K ﹤0.01%
375
-226
550
$15K ﹤0.01%
+587
20 21
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