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
601
$4K ﹤0.01%
+12
602
$4K ﹤0.01%
332
603
$4K ﹤0.01%
+267
604
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400
605
$3K ﹤0.01%
24
-133
606
$3K ﹤0.01%
100
607
$3K ﹤0.01%
36
608
$3K ﹤0.01%
75
609
$3K ﹤0.01%
42
-130
610
$3K ﹤0.01%
246
611
$3K ﹤0.01%
30
612
$3K ﹤0.01%
+82
613
$2K ﹤0.01%
10
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614
$2K ﹤0.01%
46
615
$2K ﹤0.01%
26
-75
616
$2K ﹤0.01%
13
617
$2K ﹤0.01%
3
-20
618
$2K ﹤0.01%
314
619
$2K ﹤0.01%
36
-100
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$2K ﹤0.01%
63
-451
621
$2K ﹤0.01%
26
-356
622
$2K ﹤0.01%
40
623
$2K ﹤0.01%
200
624
$2K ﹤0.01%
141
625
$2K ﹤0.01%
72
23 24
25
26 27