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
251
$237K 0.02%
1,834
252
$234K 0.02%
4,411
+230
253
$228K 0.01%
11,365
-2,281
254
$227K 0.01%
1,010
+351
255
$226K 0.01%
2,124
256
$219K 0.01%
929
257
$218K 0.01%
752
-1
258
$218K 0.01%
2,860
-260
259
$216K 0.01%
+29,000
260
$209K 0.01%
2,340
+20
261
$205K 0.01%
1,858
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262
$199K 0.01%
2,557
263
$197K 0.01%
8,310
264
$197K 0.01%
7,750
265
$192K 0.01%
1,380
266
$183K 0.01%
2,049
267
$180K 0.01%
316
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268
$179K 0.01%
1,325
269
$178K 0.01%
300
270
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2,265
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271
$172K 0.01%
2,043
272
$169K 0.01%
4,201
-357
273
$164K 0.01%
4,335
274
$154K 0.01%
515
275
$153K 0.01%
1,171
-242
9 10
11
12 13