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
376
$39.8K ﹤0.01%
82
377
$38.7K ﹤0.01%
265
+35
378
$38.3K ﹤0.01%
1,000
379
$38K ﹤0.01%
+264
380
$37.9K ﹤0.01%
240
381
$37.1K ﹤0.01%
383
-389
382
$37.1K ﹤0.01%
200
383
$36.6K ﹤0.01%
2,750
384
$36.4K ﹤0.01%
225
-25
385
$35.6K ﹤0.01%
1,050
-480
386
$35K ﹤0.01%
530
387
$34.8K ﹤0.01%
600
388
$34.7K ﹤0.01%
270
389
$34.7K ﹤0.01%
606
390
$34.6K ﹤0.01%
+1,241
391
$32.1K ﹤0.01%
165
392
$31.5K ﹤0.01%
3,939
-61
393
$31K ﹤0.01%
200
394
$30.9K ﹤0.01%
122
-14
395
$30.8K ﹤0.01%
320
396
$30.7K ﹤0.01%
901
397
$30.7K ﹤0.01%
808
398
$30.2K ﹤0.01%
982
399
$30K ﹤0.01%
125
400
$29.5K ﹤0.01%
450
14 15
16
17 18