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
526
$14K ﹤0.01%
285
527
$14K ﹤0.01%
265
528
$14K ﹤0.01%
810
529
$14K ﹤0.01%
121
-14
530
$14K ﹤0.01%
49
531
$14K ﹤0.01%
193
532
$14K ﹤0.01%
520
-2,818
533
$13K ﹤0.01%
421
534
$13K ﹤0.01%
+225
535
$13K ﹤0.01%
383
-1,000
536
$13K ﹤0.01%
+500
537
$13K ﹤0.01%
100
538
$13K ﹤0.01%
292
+152
539
$13K ﹤0.01%
150
540
$13K ﹤0.01%
356
541
$13K ﹤0.01%
293
542
$13K ﹤0.01%
330
543
$13K ﹤0.01%
172
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544
$13K ﹤0.01%
38
-50
545
$13K ﹤0.01%
211
-24
546
$13K ﹤0.01%
118
-45
547
$12K ﹤0.01%
107
-125
548
$12K ﹤0.01%
297
549
$12K ﹤0.01%
270
550
$12K ﹤0.01%
280
20 21
22
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