SC

SouthState Corp Portfolio holdings

AUM $2.29B
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.2M
3
+$9.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$8.44M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$7.94M

Top Sells

1
+$3.26M
2
+$2.37M
3
+$1.65M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$727K
5
PG icon
Procter & Gamble
PG
+$675K

Sector Composition

1 Technology 19.6%
2 Healthcare 13.34%
3 Financials 12.39%
4 Consumer Staples 8.63%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$229K 0.02%
+3,050
227
$226K 0.02%
3,696
-212
228
$225K 0.02%
+755
229
$220K 0.02%
+3,796
230
$213K 0.02%
+2,317
231
$204K 0.02%
+3,200
232
$191K 0.02%
+2,722
233
$185K 0.02%
2,994
-888
234
$169K 0.02%
860
+635
235
$167K 0.02%
+1,655
236
$163K 0.02%
+960
237
$161K 0.02%
+3,294
238
$148K 0.02%
+670
239
$148K 0.02%
+755
240
$147K 0.02%
+1,175
241
$144K 0.02%
+2,415
242
$141K 0.01%
17,009
+3,016
243
$137K 0.01%
+1,190
244
$136K 0.01%
2,287
+1,737
245
$131K 0.01%
+4,369
246
$130K 0.01%
+3,612
247
$127K 0.01%
+1,647
248
$126K 0.01%
+7,950
249
$122K 0.01%
+5,672
250
$117K 0.01%
+2,250
8 9
10
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