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
101
$2.06M 0.21%
50,954
+2,970
102
$2.03M 0.21%
35,351
-602
103
$1.98M 0.2%
42,551
+5,417
104
$1.97M 0.2%
72,232
-15,980
105
$1.93M 0.2%
29,670
-32,787
106
$1.91M 0.2%
45,334
-650
107
$1.88M 0.19%
14,506
+290
108
$1.83M 0.19%
11,970
+3,025
109
$1.78M 0.18%
71,259
+636
110
$1.76M 0.18%
5,156
+375
111
$1.63M 0.17%
18,418
-217
112
$1.46M 0.15%
11,818
-212
113
$1.45M 0.15%
22,938
-7,463
114
$1.39M 0.14%
26,107
+4,989
115
$1.36M 0.14%
9,373
-50
116
$1.35M 0.14%
3,886
+95
117
$1.35M 0.14%
8,869
+348
118
$1.35M 0.14%
7,680
+149
119
$1.35M 0.14%
8,913
-392
120
$1.35M 0.14%
26,051
-120
121
$1.34M 0.14%
16,413
-533
122
$1.32M 0.14%
5,090
123
$1.3M 0.13%
7,220
124
$1.29M 0.13%
25,024
+1,346
125
$1.29M 0.13%
12,735
3 4
5
6 7