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
451
$15.3K ﹤0.01%
525
452
$15.2K ﹤0.01%
1,000
453
$15.2K ﹤0.01%
250
454
$15.2K ﹤0.01%
+266
455
$14.4K ﹤0.01%
150
456
$14.4K ﹤0.01%
136
+109
457
$14.2K ﹤0.01%
+294
458
$14.1K ﹤0.01%
191
+139
459
$14.1K ﹤0.01%
+141
460
$14.1K ﹤0.01%
3,571
461
$14.1K ﹤0.01%
140
462
$13.8K ﹤0.01%
253
+88
463
$13.3K ﹤0.01%
350
464
$13.3K ﹤0.01%
150
465
$13.3K ﹤0.01%
+285
466
$13.2K ﹤0.01%
72
-21
467
$13.1K ﹤0.01%
70
468
$13K ﹤0.01%
144
469
$12.9K ﹤0.01%
120
470
$12.9K ﹤0.01%
+1,400
471
$12.9K ﹤0.01%
460
472
$12.9K ﹤0.01%
300
473
$12.8K ﹤0.01%
146
-380
474
$12.6K ﹤0.01%
+112
475
$12.4K ﹤0.01%
110
17 18
19
20 21