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
$1.07B
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$4.05M
3
+$2.38M
4
BHP icon
BHP
BHP
+$2.03M
5
KO icon
Coca-Cola
KO
+$1.75M

Top Sells

1
+$7.58M
2
+$4.24M
3
+$3.94M
4
MCD icon
McDonald's
MCD
+$2.94M
5
MOS icon
The Mosaic Company
MOS
+$2.19M

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
651
$2K ﹤0.01%
46
652
$2K ﹤0.01%
13
-576
653
$2K ﹤0.01%
40
654
$2K ﹤0.01%
92
655
$2K ﹤0.01%
75
656
$2K ﹤0.01%
+60
657
$2K ﹤0.01%
141
658
$2K ﹤0.01%
72
659
$2K ﹤0.01%
17
660
$2K ﹤0.01%
715
661
$1K ﹤0.01%
+23
662
$1K ﹤0.01%
12
663
$1K ﹤0.01%
6
-190
664
$1K ﹤0.01%
34
-10
665
$1K ﹤0.01%
30
-2,168
666
$1K ﹤0.01%
+22
667
$1K ﹤0.01%
10
-490
668
$1K ﹤0.01%
400
669
$1K ﹤0.01%
4
-500
670
$1K ﹤0.01%
+27
671
$1K ﹤0.01%
150
672
$1K ﹤0.01%
7
673
$1K ﹤0.01%
22
-1,000
674
$1K ﹤0.01%
14
675
$1K ﹤0.01%
70
25 26
27
28 29