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
26
$15.6M 1.03%
26,686
-310
27
$15.5M 1.01%
215,835
+3,149
28
$15.2M 0.99%
54,891
+718
29
$14.7M 0.96%
694,261
-20,249
30
$14.4M 0.94%
160,710
+2,977
31
$14.2M 0.93%
38,579
-1,902
32
$13.9M 0.91%
241,903
-18,515
33
$13.7M 0.9%
94,279
-1,901
34
$13.2M 0.86%
46,175
-509
35
$13M 0.85%
77,668
-1,327
36
$12.9M 0.85%
72,745
-1,608
37
$12.9M 0.85%
36,682
+386
38
$12.6M 0.83%
64,427
+1,426
39
$12.5M 0.82%
66,109
+698
40
$12.2M 0.8%
57,844
+474
41
$11.6M 0.76%
50,660
-91
42
$10.2M 0.67%
231,787
-4,356
43
$9.9M 0.65%
66,417
+2,851
44
$9.82M 0.64%
164,482
-8,836
45
$9.11M 0.6%
15,554
+1,285
46
$8.65M 0.57%
110,935
-9,527
47
$8.12M 0.53%
56,157
-12,965
48
$8.1M 0.53%
19,737
49
$8.05M 0.53%
10,430
-703
50
$7.48M 0.49%
64,895
+16,694
1
2
3 4 5