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
651
$2K ﹤0.01%
40
652
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175
653
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75
656
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+60
657
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141
658
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72
659
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17
660
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715
661
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+22
662
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10
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663
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664
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50
666
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+40
667
$1K ﹤0.01%
1
668
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669
$1K ﹤0.01%
1,300
670
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400
671
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4
-500
672
$1K ﹤0.01%
+27
673
$1K ﹤0.01%
150
674
$1K ﹤0.01%
7
675
$1K ﹤0.01%
22
-1,000
25 26
27
28 29