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
251
$115K 0.01%
4,793
-4,842
252
$113K 0.01%
+1,757
253
$107K 0.01%
984
-1,701
254
$90K 0.01%
+1,900
255
$88K 0.01%
+3,019
256
$88K 0.01%
+305
257
$87K 0.01%
+1,965
258
$86K 0.01%
+2,109
259
$84K 0.01%
+12,535
260
$78K 0.01%
+1,000
261
$78K 0.01%
+725
262
$77K 0.01%
+1,293
263
$76K 0.01%
+700
264
$70K 0.01%
+701
265
$68K 0.01%
+1,988
266
$60K 0.01%
+1,000
267
$59K 0.01%
+403
268
$55K 0.01%
+1,465
269
$53K 0.01%
+250
270
$50K 0.01%
+1,250
271
$48K 0.01%
+800
272
$47K ﹤0.01%
+356
273
$47K ﹤0.01%
+1,000
274
$47K ﹤0.01%
+500
275
$47K ﹤0.01%
+294
9 10
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