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
301
$105K 0.01%
+2,983
302
$105K 0.01%
+3,000
303
$105K 0.01%
1,371
-82
304
$104K 0.01%
5,000
305
$104K 0.01%
1,417
306
$104K 0.01%
921
307
$103K 0.01%
1,000
308
$103K 0.01%
268
-101
309
$102K 0.01%
5,445
310
$101K 0.01%
792
-26
311
$100K 0.01%
+5,230
312
$100K 0.01%
98
+63
313
$100K 0.01%
4,500
314
$99.4K 0.01%
2,042
315
$99.2K 0.01%
1,000
316
$96.2K 0.01%
652
+6
317
$94.8K 0.01%
295
-191
318
$94.1K 0.01%
+600
319
$90.4K 0.01%
1,500
320
$89.4K 0.01%
1,000
321
$88.3K 0.01%
+300
322
$86.5K 0.01%
+2,295
323
$84.1K 0.01%
152
-12
324
$83.9K 0.01%
853
-66
325
$82.9K 0.01%
1,887
-4,729
11 12
13
14 15