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
576
$10K ﹤0.01%
60
577
$10K ﹤0.01%
142
-25
578
$10K ﹤0.01%
225
579
$10K ﹤0.01%
201
-414
580
$9K ﹤0.01%
+119
581
$9K ﹤0.01%
290
582
$9K ﹤0.01%
225
583
$9K ﹤0.01%
143
-13
584
$9K ﹤0.01%
187
585
$9K ﹤0.01%
371
586
$8K ﹤0.01%
26
587
$8K ﹤0.01%
38
-14
588
$8K ﹤0.01%
300
589
$8K ﹤0.01%
20
590
$8K ﹤0.01%
910
591
$8K ﹤0.01%
+68
592
$8K ﹤0.01%
125
593
$8K ﹤0.01%
23
594
$8K ﹤0.01%
70
595
$8K ﹤0.01%
70
-150
596
$8K ﹤0.01%
225
597
$8K ﹤0.01%
741
+651
598
$7K ﹤0.01%
51
-75
599
$7K ﹤0.01%
140
600
$7K ﹤0.01%
115
22 23
24
25 26