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
301
$115K 0.01%
2,720
+433
302
$113K 0.01%
4,500
303
$112K 0.01%
2,553
+449
304
$109K 0.01%
782
305
$108K 0.01%
921
306
$104K 0.01%
1,000
307
$102K 0.01%
1,019
+136
308
$101K 0.01%
853
309
$101K 0.01%
195
310
$100K 0.01%
1,310
-408
311
$96.6K 0.01%
751
-96
312
$95.8K 0.01%
1,954
313
$95.1K 0.01%
268
-14
314
$92.9K 0.01%
1,617
-76
315
$92.5K 0.01%
955
+782
316
$91.7K 0.01%
268
-40
317
$91.4K 0.01%
684
-44
318
$90.6K 0.01%
496
319
$89.9K 0.01%
513
+44
320
$89.2K 0.01%
1,000
321
$88.8K 0.01%
875
322
$87.4K 0.01%
+5,371
323
$87.2K 0.01%
600
324
$86.3K 0.01%
1,000
325
$85.9K 0.01%
250
11 12
13
14 15