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
$1.26B
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.02M
3
+$1.25M
4
LOW icon
Lowe's Companies
LOW
+$1.2M
5
AVGO icon
Broadcom
AVGO
+$1.16M

Top Sells

1
+$3.41M
2
+$2.98M
3
+$2.49M
4
HON icon
Honeywell
HON
+$2.36M
5
XOM icon
Exxon Mobil
XOM
+$2.04M

Sector Composition

1 Technology 18.72%
2 Healthcare 12.86%
3 Financials 12.56%
4 Consumer Staples 7.76%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$485K 0.04%
3,566
202
$479K 0.04%
10,382
+1,685
203
$473K 0.04%
6,236
-1,148
204
$466K 0.04%
2,910
-175
205
$453K 0.04%
+13,359
206
$453K 0.04%
4,133
-2
207
$446K 0.04%
1,242
208
$445K 0.04%
9,628
+1,090
209
$438K 0.03%
1,752
+644
210
$426K 0.03%
8,307
+1,659
211
$422K 0.03%
3,350
212
$420K 0.03%
4,624
-401
213
$414K 0.03%
3,528
214
$400K 0.03%
3,950
215
$397K 0.03%
825
-73
216
$390K 0.03%
2,639
217
$388K 0.03%
5,575
+2,876
218
$383K 0.03%
781
219
$381K 0.03%
+13,869
220
$375K 0.03%
4,385
+1,300
221
$368K 0.03%
3,546
+2,754
222
$368K 0.03%
1,315
+1,200
223
$356K 0.03%
2,651
224
$353K 0.03%
1,526
-168
225
$343K 0.03%
4,455
-1,754
7 8
9
10 11