SC

SouthState Corp Portfolio holdings

AUM $2.24B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$869M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.23M
3
+$690K
4
BAC icon
Bank of America
BAC
+$647K
5
UNH icon
UnitedHealth
UNH
+$271K

Top Sells

1
+$16.6M
2
+$4.27M
3
+$4.12M
4
HD icon
Home Depot
HD
+$3.66M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.63M

Sector Composition

1 Technology 17.22%
2 Financials 15.58%
3 Healthcare 13.43%
4 Consumer Staples 8.5%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$701K 0.08%
13,842
-8,095
152
$693K 0.08%
7,439
-303
153
$691K 0.08%
5,920
-7
154
$686K 0.08%
6,924
+62
155
$679K 0.08%
5,091
156
$674K 0.08%
19,200
157
$648K 0.07%
7,915
-2,700
158
$643K 0.07%
14,836
-1,469
159
$642K 0.07%
17,746
160
$621K 0.07%
11,285
161
$619K 0.07%
15,719
162
$614K 0.07%
3,742
-784
163
$608K 0.07%
5,864
-182
164
$590K 0.07%
7,782
+74
165
$580K 0.07%
6,594
-350
166
$579K 0.07%
10,370
-2,314
167
$572K 0.07%
3,795
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168
$563K 0.06%
2,977
169
$561K 0.06%
5,523
-350
170
$559K 0.06%
4,104
-509
171
$552K 0.06%
2,620
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172
$549K 0.06%
6,816
-699
173
$517K 0.06%
17,670
-1,660
174
$505K 0.06%
4,599
+25
175
$498K 0.06%
5,694
-250
5 6
7
8 9