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
176
$602K 0.06%
14,150
-1,375
177
$598K 0.06%
7,515
+428
178
$594K 0.06%
11,285
-150
179
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7,874
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180
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6,473
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181
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182
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183
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184
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185
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187
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9,665
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188
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6,710
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189
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6,046
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190
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191
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192
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193
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194
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195
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197
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4,574
-195
198
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199
$422K 0.04%
4,933
200
$417K 0.04%
7,231
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6 7
8
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