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
526
$10K ﹤0.01%
50
527
$9K ﹤0.01%
+116
528
$9K ﹤0.01%
270
529
$9K ﹤0.01%
+293
530
$9K ﹤0.01%
+336
531
$9K ﹤0.01%
+444
532
$9K ﹤0.01%
107
533
$9K ﹤0.01%
193
534
$9K ﹤0.01%
269
535
$8K ﹤0.01%
167
+42
536
$8K ﹤0.01%
500
-1,681
537
$8K ﹤0.01%
165
-100
538
$8K ﹤0.01%
150
539
$8K ﹤0.01%
+122
540
$8K ﹤0.01%
114
541
$8K ﹤0.01%
259
542
$8K ﹤0.01%
+138
543
$8K ﹤0.01%
201
544
$8K ﹤0.01%
421
545
$8K ﹤0.01%
79
546
$8K ﹤0.01%
68
547
$7K ﹤0.01%
119
548
$7K ﹤0.01%
143
549
$7K ﹤0.01%
+213
550
$7K ﹤0.01%
+231
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