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
426
$21.4K ﹤0.01%
160
427
$21.1K ﹤0.01%
250
428
$21K ﹤0.01%
275
429
$20.9K ﹤0.01%
290
430
$20.9K ﹤0.01%
42
+15
431
$20.8K ﹤0.01%
740
-635
432
$20.8K ﹤0.01%
33
433
$20.8K ﹤0.01%
502
434
$20.5K ﹤0.01%
38
435
$20.1K ﹤0.01%
81
436
$20K ﹤0.01%
1,390
437
$19.6K ﹤0.01%
231
-160
438
$19.4K ﹤0.01%
200
439
$19.1K ﹤0.01%
110
440
$18.5K ﹤0.01%
115
441
$18K ﹤0.01%
+195
442
$17.3K ﹤0.01%
94
+66
443
$17.2K ﹤0.01%
+659
444
$17.2K ﹤0.01%
398
445
$16.7K ﹤0.01%
778
446
$16.6K ﹤0.01%
+167
447
$16.3K ﹤0.01%
+172
448
$16.2K ﹤0.01%
+319
449
$15.4K ﹤0.01%
255
450
$15.4K ﹤0.01%
602
16 17
18
19 20