SC

SouthState Corp Portfolio holdings

AUM $2.24B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
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
+$6.57M
2
+$3.7M
3
+$2.77M
4
MSFT icon
Microsoft
MSFT
+$2.34M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.26M

Top Sells

1
+$1.75M
2
+$1.44M
3
+$1.25M
4
CSCO icon
Cisco
CSCO
+$1.14M
5
PHYS icon
Sprott Physical Gold
PHYS
+$751K

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
401
$33.8K ﹤0.01%
165
402
$33.5K ﹤0.01%
150
+129
403
$33K ﹤0.01%
500
404
$32.7K ﹤0.01%
366
-34
405
$32.1K ﹤0.01%
606
-246
406
$32.1K ﹤0.01%
212
407
$31.6K ﹤0.01%
982
-3,200
408
$31.3K ﹤0.01%
161
-183
409
$31.2K ﹤0.01%
350
410
$31.1K ﹤0.01%
+731
411
$30.8K ﹤0.01%
+1,300
412
$30.6K ﹤0.01%
506
-159
413
$30.5K ﹤0.01%
600
414
$29.8K ﹤0.01%
500
415
$29.6K ﹤0.01%
901
416
$29.6K ﹤0.01%
450
417
$28.7K ﹤0.01%
1,363
+853
418
$28.6K ﹤0.01%
406
419
$28.4K ﹤0.01%
500
+307
420
$28.1K ﹤0.01%
+275
421
$28.1K ﹤0.01%
+600
422
$27.2K ﹤0.01%
33
-19
423
$26.8K ﹤0.01%
+200
424
$26K ﹤0.01%
320
425
$26K ﹤0.01%
125
15 16
17
18 19