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
551
$12K ﹤0.01%
+360
552
$12K ﹤0.01%
+650
553
$12K ﹤0.01%
+630
554
$12K ﹤0.01%
107
555
$11K ﹤0.01%
282
-2,746
556
$11K ﹤0.01%
163
-954
557
$11K ﹤0.01%
100
558
$11K ﹤0.01%
600
559
$11K ﹤0.01%
+330
560
$11K ﹤0.01%
999
561
$11K ﹤0.01%
+475
562
$11K ﹤0.01%
260
-140
563
$10K ﹤0.01%
60
564
$10K ﹤0.01%
153
565
$10K ﹤0.01%
234
566
$10K ﹤0.01%
130
+101
567
$10K ﹤0.01%
+40
568
$10K ﹤0.01%
50
569
$9K ﹤0.01%
116
+46
570
$9K ﹤0.01%
+40
571
$9K ﹤0.01%
259
572
$9K ﹤0.01%
79
573
$9K ﹤0.01%
82
+10
574
$9K ﹤0.01%
+300
575
$9K ﹤0.01%
201
21 22
23
24 25