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
401
$29.4K ﹤0.01%
500
402
$28.8K ﹤0.01%
404
403
$28.7K ﹤0.01%
406
404
$28.7K ﹤0.01%
125
405
$28.6K ﹤0.01%
200
406
$28.5K ﹤0.01%
1,049
-180
407
$28.5K ﹤0.01%
1,108
408
$28.5K ﹤0.01%
+1,129
409
$27.8K ﹤0.01%
250
410
$27.7K ﹤0.01%
1,013
-479
411
$26.1K ﹤0.01%
1,000
412
$25.8K ﹤0.01%
92
413
$25.7K ﹤0.01%
100
414
$25.1K ﹤0.01%
67
-13
415
$25.1K ﹤0.01%
127
416
$24.5K ﹤0.01%
189
417
$23.4K ﹤0.01%
+1,061
418
$22.9K ﹤0.01%
124
419
$22.5K ﹤0.01%
1,250
420
$22.5K ﹤0.01%
200
421
$22.4K ﹤0.01%
264
-91
422
$22.4K ﹤0.01%
390
423
$21.8K ﹤0.01%
550
424
$21.7K ﹤0.01%
407
+192
425
$21.7K ﹤0.01%
120
15 16
17
18 19