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
$1.08B
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.23M
3
+$995K
4
ORCL icon
Oracle
ORCL
+$992K
5
ROP icon
Roper Technologies
ROP
+$962K

Top Sells

1
+$3.42M
2
+$2.69M
3
+$2.24M
4
PFE icon
Pfizer
PFE
+$2.21M
5
VZ icon
Verizon
VZ
+$2.05M

Sector Composition

1 Technology 21.18%
2 Healthcare 13.31%
3 Financials 12.56%
4 Consumer Staples 9.07%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$378 ﹤0.01%
9
627
$344 ﹤0.01%
70
628
$236 ﹤0.01%
13
629
$175 ﹤0.01%
10
630
$89 ﹤0.01%
6
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