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
76
$3.83M 0.39%
40,601
+155
77
$3.8M 0.39%
47,852
+63
78
$3.79M 0.39%
12,537
+291
79
$3.72M 0.38%
105,499
-9,314
80
$3.71M 0.38%
21,332
-445
81
$3.7M 0.38%
28,488
-415
82
$3.66M 0.38%
43,449
+77
83
$3.52M 0.36%
45,867
+4,195
84
$3.46M 0.36%
64,156
-2,687
85
$3.38M 0.35%
57,897
+3,368
86
$3.33M 0.34%
13,666
+289
87
$3.15M 0.32%
28,220
-2,157
88
$3.14M 0.32%
36,494
-352
89
$2.99M 0.31%
27,312
+3,801
90
$2.78M 0.29%
106,470
-600
91
$2.77M 0.28%
51,323
-1,874
92
$2.52M 0.26%
21,790
+98
93
$2.5M 0.26%
17,665
-100
94
$2.43M 0.25%
55,753
+859
95
$2.39M 0.25%
34,809
+2,830
96
$2.38M 0.25%
49,974
+1,869
97
$2.36M 0.24%
48,880
+896
98
$2.36M 0.24%
14,672
-326
99
$2.28M 0.23%
27,137
-10,710
100
$2.27M 0.23%
15,534
+493
2 3
4
5 6