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
$1.08B
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.42M
3
+$2.28M
4
IBM icon
IBM
IBM
+$1.6M
5
ROK icon
Rockwell Automation
ROK
+$1.59M

Top Sells

1
+$10.7M
2
+$4.93M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$1.08M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.03M

Sector Composition

1 Technology 18.16%
2 Healthcare 15.16%
3 Financials 13.54%
4 Consumer Staples 9.11%
5 Consumer Discretionary 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-1,094
727
– –
-1,045
728
– –
-192
729
– –
-75
26 27 28 29
30