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
$1.17B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$4.47M
3
+$3.41M
4
ABT icon
Abbott
ABT
+$3.39M
5
AXP icon
American Express
AXP
+$2.21M

Top Sells

1
+$4.51M
2
+$2.01M
3
+$1.59M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.13M
5
MSFT icon
Microsoft
MSFT
+$1.1M

Sector Composition

1 Technology 24.32%
2 Financials 13.84%
3 Healthcare 12.26%
4 Consumer Staples 8.41%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$766K 0.07%
10,888
+1,401
152
$755K 0.06%
1,559
-230
153
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7,716
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154
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155
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3,517
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156
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6,084
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157
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158
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159
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6,114
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6,954
174
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4,644
175
$561K 0.05%
2,374
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7
8 9