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
326
$83.3K 0.01%
179
+9
327
$80K 0.01%
675
328
$78.9K 0.01%
2,316
329
$78.7K 0.01%
630
330
$78.6K 0.01%
953
+23
331
$78.6K 0.01%
+1,106
332
$76.6K 0.01%
3,500
333
$75.7K 0.01%
2,000
+212
334
$75K ﹤0.01%
+818
335
$73.6K ﹤0.01%
350
336
$71.7K ﹤0.01%
1,365
+65
337
$70.8K ﹤0.01%
532
-120
338
$70.3K ﹤0.01%
690
339
$67.9K ﹤0.01%
98
340
$67.8K ﹤0.01%
1,244
341
$66.9K ﹤0.01%
11,856
342
$62.8K ﹤0.01%
+1,220
343
$62.6K ﹤0.01%
2,000
344
$62.4K ﹤0.01%
6,300
-1,600
345
$59.7K ﹤0.01%
3,050
346
$56.5K ﹤0.01%
153
-24
347
$56.1K ﹤0.01%
4,697
348
$56.1K ﹤0.01%
195
349
$55.3K ﹤0.01%
1,321
350
$54K ﹤0.01%
500
12 13
14
15 16