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
426
$25.9K ﹤0.01%
+200
427
$25.9K ﹤0.01%
+240
428
$25.1K ﹤0.01%
495
-740
429
$25K ﹤0.01%
80
430
$24.9K ﹤0.01%
100
+87
431
$24.7K ﹤0.01%
200
432
$23.8K ﹤0.01%
250
433
$23.8K ﹤0.01%
250
434
$23.7K ﹤0.01%
96
435
$23.7K ﹤0.01%
1,000
436
$23.5K ﹤0.01%
804
437
$23.4K ﹤0.01%
+561
438
$22.1K ﹤0.01%
127
-19
439
$22K ﹤0.01%
88
-86
440
$22K ﹤0.01%
390
441
$21.6K ﹤0.01%
275
442
$21.3K ﹤0.01%
110
443
$20.8K ﹤0.01%
1,108
-542
444
$20.8K ﹤0.01%
502
445
$20.8K ﹤0.01%
+460
446
$20.8K ﹤0.01%
2,500
447
$20.6K ﹤0.01%
120
448
$20.3K ﹤0.01%
398
449
$19.9K ﹤0.01%
1,390
450
$19.6K ﹤0.01%
200
16 17
18
19 20