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
$1.17B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$4.47M
3
+$3.41M
4
ABT icon
Abbott
ABT
+$3.39M
5
AXP icon
American Express
AXP
+$2.21M

Top Sells

1
+$4.51M
2
+$2.01M
3
+$1.59M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.13M
5
MSFT icon
Microsoft
MSFT
+$1.1M

Sector Composition

1 Technology 24.32%
2 Financials 13.84%
3 Healthcare 12.26%
4 Consumer Staples 8.41%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$112K 0.01%
294
277
$110K 0.01%
3,500
278
$109K 0.01%
701
-27
279
$109K 0.01%
1,417
280
$106K 0.01%
1,008
281
$105K 0.01%
478
+4
282
$104K 0.01%
678
283
$103K 0.01%
1,000
284
$102K 0.01%
2,557
285
$101K 0.01%
2,042
-3,232
286
$101K 0.01%
1,090
287
$100K 0.01%
5,000
288
$98.8K 0.01%
1,371
289
$98.6K 0.01%
5,320
+4,955
290
$98.6K 0.01%
2,527
+829
291
$97.8K 0.01%
453
-153
292
$95.8K 0.01%
636
293
$95.7K 0.01%
245
-60
294
$95.1K 0.01%
933
295
$94.9K 0.01%
941
-70
296
$94.8K 0.01%
921
-3,029
297
$94.6K 0.01%
12,206
+11,856
298
$94.3K 0.01%
189
299
$94.2K 0.01%
369
300
$92.3K 0.01%
5,230
10 11
12
13 14