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
26
$13.1M 1.12%
693,170
-4,270
27
$12.5M 1.06%
83,678
+2,428
28
$12.3M 1.05%
39,511
+4,395
29
$12.2M 1.04%
168,380
-2,407
30
$12.1M 1.03%
26,277
+3,654
31
$11.5M 0.98%
24,090
-450
32
$11.4M 0.97%
33,728
+121
33
$11.3M 0.96%
45,900
+611
34
$11.1M 0.95%
49,058
+20
35
$11.1M 0.95%
75,611
-964
36
$10.9M 0.93%
51,825
+561
37
$10.5M 0.9%
68,074
+661
38
$10.5M 0.89%
206,883
-3,615
39
$9.85M 0.84%
127,272
-3,381
40
$9.43M 0.8%
280,013
-9,064
41
$8.91M 0.76%
154,095
+973
42
$8.51M 0.73%
50,107
-1,442
43
$8.45M 0.72%
60,464
+1,515
44
$8.37M 0.71%
108,689
-13,419
45
$8.12M 0.69%
449,086
-8,856
46
$8.11M 0.69%
83,593
-1,616
47
$8.01M 0.68%
13,738
-428
48
$7.49M 0.64%
43,947
-1,664
49
$6.73M 0.57%
52,408
+5,340
50
$6.64M 0.57%
66,410
-570
1
2
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