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
551
$7K ﹤0.01%
187
552
$7K ﹤0.01%
120
-3,920
553
$7K ﹤0.01%
23
554
$7K ﹤0.01%
138
-4
555
$7K ﹤0.01%
73
556
$7K ﹤0.01%
198
557
$7K ﹤0.01%
128
558
$7K ﹤0.01%
209
+186
559
$7K ﹤0.01%
50
560
$7K ﹤0.01%
90
561
$7K ﹤0.01%
275
562
$7K ﹤0.01%
+309
563
$7K ﹤0.01%
522
564
$6K ﹤0.01%
245
+159
565
$6K ﹤0.01%
87
566
$6K ﹤0.01%
+200
567
$6K ﹤0.01%
225
568
$6K ﹤0.01%
+60
569
$6K ﹤0.01%
115
570
$6K ﹤0.01%
+255
571
$6K ﹤0.01%
+41
572
$6K ﹤0.01%
225
573
$6K ﹤0.01%
81
574
$6K ﹤0.01%
+143
575
$6K ﹤0.01%
+730
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