SC

SouthState Corp Portfolio holdings

AUM $2.24B
1-Year Est. Return 20.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.59%
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
$4K ﹤0.01%
400
605
$3K ﹤0.01%
+82
606
$3K ﹤0.01%
24
-133
607
$3K ﹤0.01%
100
608
$3K ﹤0.01%
36
609
$3K ﹤0.01%
30
610
$3K ﹤0.01%
75
611
$3K ﹤0.01%
42
-130
612
$3K ﹤0.01%
246
613
$2K ﹤0.01%
13
614
$2K ﹤0.01%
3
-20
615
$2K ﹤0.01%
200
616
$2K ﹤0.01%
141
617
$2K ﹤0.01%
72
618
$2K ﹤0.01%
27
-136
619
$2K ﹤0.01%
23
-1,788
620
$2K ﹤0.01%
60
621
$2K ﹤0.01%
80
622
$2K ﹤0.01%
10
-80
623
$2K ﹤0.01%
46
624
$2K ﹤0.01%
26
-75
625
$2K ﹤0.01%
314
23 24
25
26 27