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
$1.53B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12.7M
3
+$11.7M
4
MSFT icon
Microsoft
MSFT
+$9.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.47M

Top Sells

1
+$2M
2
+$1.87M
3
+$1.48M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.47M
5
B
Barrick Mining
B
+$1.37M

Sector Composition

1 Technology 26.15%
2 Financials 15.83%
3 Healthcare 9.55%
4 Consumer Staples 7.46%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$390K 0.03%
3,340
-67
227
$389K 0.03%
1,383
-97
228
$375K 0.02%
38,826
229
$367K 0.02%
2,141
230
$365K 0.02%
580
+15
231
$341K 0.02%
1,968
232
$338K 0.02%
4,554
-1,463
233
$338K 0.02%
2,046
+46
234
$335K 0.02%
6,219
-1,620
235
$328K 0.02%
3,020
236
$325K 0.02%
1,788
237
$315K 0.02%
3,455
-42
238
$314K 0.02%
2,668
+68
239
$300K 0.02%
18,972
240
$297K 0.02%
592
-189
241
$296K 0.02%
4,382
+219
242
$287K 0.02%
22,245
-1,727
243
$286K 0.02%
6,705
+910
244
$275K 0.02%
4,823
-596
245
$271K 0.02%
5,500
246
$265K 0.02%
1,958
-462
247
$263K 0.02%
2,470
+70
248
$260K 0.02%
2,809
249
$257K 0.02%
2,598
250
$251K 0.02%
440
8 9
10
11 12