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
276
$153K 0.01%
1,140
277
$152K 0.01%
322
278
$150K 0.01%
1,838
-93
279
$150K 0.01%
1,898
280
$149K 0.01%
587
-2
281
$147K 0.01%
5,370
282
$144K 0.01%
1,096
-50
283
$143K 0.01%
1,912
-427
284
$143K 0.01%
855
-488
285
$143K 0.01%
+9,350
286
$143K 0.01%
579
287
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10,087
-3,465
288
$139K 0.01%
505
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289
$136K 0.01%
5,445
290
$133K 0.01%
77
-10
291
$130K 0.01%
793
292
$128K 0.01%
8,330
-175
293
$125K 0.01%
2,534
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294
$125K 0.01%
+8,425
295
$119K 0.01%
370
296
$119K 0.01%
1,863
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297
$118K 0.01%
1,000
298
$117K 0.01%
1,152
-702
299
$116K 0.01%
1,500
300
$116K 0.01%
1,417
10 11
12
13 14