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
$972M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$5.14M
3
+$3.62M
4
TJX icon
TJX Companies
TJX
+$2.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Top Sells

1
+$6.73M
2
+$2.27M
3
+$2.14M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.13M
5
BA icon
Boeing
BA
+$2.08M

Sector Composition

1 Technology 16.12%
2 Financials 15.34%
3 Healthcare 13.73%
4 Consumer Staples 9.03%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.8M 0.7%
170,045
+2,620
52
$6.7M 0.69%
27,196
-4,510
53
$6.58M 0.68%
36,125
-1,392
54
$6.51M 0.67%
32,937
-1,120
55
$6.5M 0.67%
274,640
-5,239
56
$6.23M 0.64%
737,145
-16,055
57
$6.09M 0.63%
103,520
-520
58
$5.89M 0.61%
59,040
-385
59
$5.79M 0.6%
45,466
-6,821
60
$5.76M 0.59%
41,133
+342
61
$5.73M 0.59%
106,743
-36,145
62
$5.19M 0.53%
77,821
-2,565
63
$5.18M 0.53%
64,850
-420
64
$5.14M 0.53%
+61,065
65
$5.12M 0.53%
63,665
-475
66
$4.76M 0.49%
116,433
67
$4.62M 0.48%
28,245
68
$4.51M 0.46%
41,156
-416
69
$4.46M 0.46%
37,473
-2,179
70
$4.35M 0.45%
39,795
-255
71
$4.17M 0.43%
80,723
-575
72
$4.13M 0.43%
82,662
-171
73
$4.08M 0.42%
40,167
+1,411
74
$4.08M 0.42%
42,882
-159
75
$4.01M 0.41%
123,258
-8,631
1 2
3
4 5