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
376
$46.6K ﹤0.01%
221
-15
377
$45.5K ﹤0.01%
631
-249
378
$44.9K ﹤0.01%
328
379
$44.5K ﹤0.01%
+957
380
$44.3K ﹤0.01%
240
381
$44.2K ﹤0.01%
530
-295
382
$43.9K ﹤0.01%
700
+300
383
$41.6K ﹤0.01%
270
384
$41.3K ﹤0.01%
675
385
$39.4K ﹤0.01%
150
386
$39K ﹤0.01%
+1,375
387
$38.6K ﹤0.01%
1,333
388
$38.3K ﹤0.01%
210
389
$38.2K ﹤0.01%
300
-130
390
$37.6K ﹤0.01%
4,000
391
$37K ﹤0.01%
1,053
+88
392
$37K ﹤0.01%
+488
393
$36.9K ﹤0.01%
2,750
394
$36.2K ﹤0.01%
136
-50
395
$35.7K ﹤0.01%
470
+423
396
$35.6K ﹤0.01%
+674
397
$34.9K ﹤0.01%
808
398
$34.8K ﹤0.01%
+695
399
$34.3K ﹤0.01%
+200
400
$34K ﹤0.01%
733