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
326
$82K 0.01%
+2,761
327
$81.5K 0.01%
520
328
$81.4K 0.01%
2,287
329
$81K 0.01%
875
-102
330
$79.8K 0.01%
800
-250
331
$79.1K 0.01%
675
+53
332
$79K 0.01%
3,500
333
$78.6K 0.01%
250
-30
334
$77.9K 0.01%
469
-247
335
$77.3K 0.01%
570
336
$77K 0.01%
1,221
+549
337
$76.4K 0.01%
282
338
$75.8K 0.01%
11,856
339
$74.7K 0.01%
630
340
$74.2K 0.01%
4,250
341
$73.9K 0.01%
1,269
+250
342
$72K 0.01%
883
+150
343
$72K 0.01%
260
+10
344
$71K 0.01%
2,260
-546
345
$68.5K 0.01%
1,244
346
$66.1K ﹤0.01%
361
-58
347
$65.9K ﹤0.01%
690
-83
348
$65.5K ﹤0.01%
+170
349
$64.9K ﹤0.01%
1,300
350
$63.2K ﹤0.01%
2,316
12 13
14
15 16