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
351
$53.1K ﹤0.01%
1,000
352
$53K ﹤0.01%
404
+54
353
$52.9K ﹤0.01%
479
+229
354
$52.7K ﹤0.01%
328
355
$51.2K ﹤0.01%
424
-500
356
$51.1K ﹤0.01%
170
357
$48.6K ﹤0.01%
1,060
-940
358
$48.1K ﹤0.01%
1,251
359
$47.8K ﹤0.01%
530
360
$47.8K ﹤0.01%
225
361
$47.4K ﹤0.01%
1,150
362
$47.3K ﹤0.01%
210
363
$47.1K ﹤0.01%
445
-555
364
$47.1K ﹤0.01%
630
365
$46.9K ﹤0.01%
221
366
$45.2K ﹤0.01%
750
367
$45K ﹤0.01%
563
-200
368
$44.8K ﹤0.01%
425
-52
369
$44.3K ﹤0.01%
2,392
-5,230
370
$43.2K ﹤0.01%
1,053
371
$41.8K ﹤0.01%
1,333
372
$41.5K ﹤0.01%
260
-60
373
$41.2K ﹤0.01%
240
374
$40K ﹤0.01%
85
375
$40K ﹤0.01%
155
+5
13 14
15
16 17