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
$1.37B
AUM Growth
+$85.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.23M
3
+$2.74M
4
MSFT icon
Microsoft
MSFT
+$2.48M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.3M

Top Sells

1
+$1.77M
2
+$1.42M
3
+$1.41M
4
CSCO icon
Cisco
CSCO
+$1.14M
5
PHYS icon
Sprott Physical Gold
PHYS
+$748K

Sector Composition

1 Technology 25.32%
2 Financials 13.52%
3 Healthcare 11.74%
4 Consumer Staples 8.17%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$222K 0.02%
9,963
-228
252
$212K 0.02%
2,124
253
$212K 0.02%
2,965
-628
254
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1,289
+1
255
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1,584
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256
$199K 0.01%
929
257
$196K 0.01%
760
-50
258
$194K 0.01%
2,763
-48
259
$193K 0.01%
13,552
260
$192K 0.01%
1,096
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261
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324
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262
$186K 0.01%
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-1
263
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4,134
-68
264
$173K 0.01%
2,069
-27
265
$173K 0.01%
578
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266
$170K 0.01%
1,325
267
$168K 0.01%
2,000
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268
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1,079
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270
$161K 0.01%
1,380
271
$159K 0.01%
+2,400
272
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473
-25
273
$142K 0.01%
4,335
274
$142K 0.01%
1,898
275
$140K 0.01%
1,146
-43
9 10
11
12 13