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
351
$62.6K ﹤0.01%
795
+60
352
$62.5K ﹤0.01%
2,030
-225
353
$60.2K ﹤0.01%
930
354
$58.7K ﹤0.01%
861
355
$58.2K ﹤0.01%
177
356
$58.1K ﹤0.01%
+4,697
357
$55.9K ﹤0.01%
611
-1,111
358
$54.4K ﹤0.01%
582
359
$54.1K ﹤0.01%
2,000
360
$52.4K ﹤0.01%
120
-10
361
$52.3K ﹤0.01%
170
-8
362
$51.9K ﹤0.01%
1,530
+230
363
$51.4K ﹤0.01%
225
+50
364
$51.1K ﹤0.01%
+290
365
$50.3K ﹤0.01%
481
-57
366
$49.7K ﹤0.01%
1,251
367
$49.5K ﹤0.01%
3,050
-632
368
$49.3K ﹤0.01%
1,250
369
$49.2K ﹤0.01%
1,037
+60
370
$48.8K ﹤0.01%
82
-8
371
$48.4K ﹤0.01%
+230
372
$48.2K ﹤0.01%
320
373
$47.2K ﹤0.01%
630
374
$47K ﹤0.01%
1,000
375
$46.6K ﹤0.01%
1,250
-650
13 14
15
16 17