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
626
$5K ﹤0.01%
+293
627
$5K ﹤0.01%
+367
628
$5K ﹤0.01%
1,563
629
$5K ﹤0.01%
300
630
$4K ﹤0.01%
280
631
$4K ﹤0.01%
100
632
$4K ﹤0.01%
565
633
$4K ﹤0.01%
290
634
$4K ﹤0.01%
30
635
$4K ﹤0.01%
229
-7,538
636
$4K ﹤0.01%
50
637
$4K ﹤0.01%
115
638
$4K ﹤0.01%
30
639
$4K ﹤0.01%
200
640
$4K ﹤0.01%
400
-65
641
$4K ﹤0.01%
+46
642
$4K ﹤0.01%
+246
643
$3K ﹤0.01%
+263
644
$3K ﹤0.01%
80
645
$3K ﹤0.01%
200
646
$3K ﹤0.01%
36
647
$2K ﹤0.01%
46
648
$2K ﹤0.01%
13
-576
649
$2K ﹤0.01%
314
650
$2K ﹤0.01%
200
24 25
26
27 28