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
726
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-7
727
$0 ﹤0.01%
9
728
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729
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-3,503
730
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731
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732
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733
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734
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735
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736
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737
$0 ﹤0.01%
5
738
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739
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740
$0 ﹤0.01%
6
741
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742
$0 ﹤0.01%
+4
743
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744
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745
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-17,985
746
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-300
747
– –
-1,000
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