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
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$4.25M
3
+$3.79M
4
GS icon
Goldman Sachs
GS
+$3.09M
5
XOM icon
Exxon Mobil
XOM
+$2.95M

Top Sells

1
+$4.72M
2
+$3.44M
3
+$2.48M
4
AMGN icon
Amgen
AMGN
+$2.39M
5
MDT icon
Medtronic
MDT
+$1.35M

Sector Composition

1 Technology 16.08%
2 Financials 13.99%
3 Healthcare 13.95%
4 Industrials 9.41%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$446K 0.05%
4,933
202
$431K 0.04%
20,285
+233
203
$412K 0.04%
1,938
204
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4,600
-1,225
205
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7,164
-100
206
$379K 0.04%
6,208
-189
207
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16,234
-32,714
208
$377K 0.04%
1,186
209
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210
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211
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944
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212
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213
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6,033
-3,138
214
$342K 0.04%
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-2,157
215
$342K 0.04%
2,638
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216
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217
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3,985
218
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21,109
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219
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3,648
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220
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221
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4,742
222
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2,252
223
$314K 0.03%
4,643
-728
224
$305K 0.03%
2,010
-564
225
$294K 0.03%
5,522
-3,666
7 8
9
10 11