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
$1.17B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$4.47M
3
+$3.41M
4
ABT icon
Abbott
ABT
+$3.39M
5
AXP icon
American Express
AXP
+$2.21M

Top Sells

1
+$4.51M
2
+$2.01M
3
+$1.59M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.13M
5
MSFT icon
Microsoft
MSFT
+$1.1M

Sector Composition

1 Technology 24.32%
2 Financials 13.84%
3 Healthcare 12.26%
4 Consumer Staples 8.41%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12.2K ﹤0.01%
1,000
452
$12.2K ﹤0.01%
250
453
$12.1K ﹤0.01%
200
454
$12.1K ﹤0.01%
50
455
$12K ﹤0.01%
+311
456
$12K ﹤0.01%
150
457
$11.3K ﹤0.01%
239
458
$11.1K ﹤0.01%
82
459
$11.1K ﹤0.01%
147
-98
460
$11K ﹤0.01%
+142
461
$10.8K ﹤0.01%
+510
462
$10.7K ﹤0.01%
999
463
$10.4K ﹤0.01%
325
+100
464
$10.4K ﹤0.01%
251
+115
465
$10.2K ﹤0.01%
70
-27
466
$10.1K ﹤0.01%
2,000
467
$10.1K ﹤0.01%
+100
468
$10.1K ﹤0.01%
+199
469
$9.97K ﹤0.01%
220
470
$9.84K ﹤0.01%
189
-570
471
$9.68K ﹤0.01%
105
472
$9.25K ﹤0.01%
21
-6
473
$9.1K ﹤0.01%
+92
474
$9.05K ﹤0.01%
225
475
$8.36K ﹤0.01%
115
17 18
19
20 21