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
$638M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.54M
3
+$3.42M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.44M

Top Sells

1
+$12.2M
2
+$7.64M
3
+$7.26M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$7.23M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.48M

Sector Composition

1 Healthcare 14.69%
2 Consumer Staples 12.19%
3 Technology 11.29%
4 Financials 11.24%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$205K 0.03%
+1,665
202
$201K 0.03%
+1,519
203
$156K 0.02%
+12,012
204
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-11,143
205
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-7,683
206
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-45,635
207
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-2,868
210
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