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
$1.37B
AUM Growth
+$85.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1 +$7.02M
2 +$4.23M
3 +$2.74M
4
MSFT icon
Microsoft
MSFT
+$2.48M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.3M

Top Sells

1 +$1.77M
2 +$1.42M
3 +$1.41M
4
CSCO icon
Cisco
CSCO
+$1.14M
5
PHYS icon
Sprott Physical Gold
PHYS
+$748K

Sector Composition

1 Technology 25.32%
2 Financials 13.52%
3 Healthcare 11.74%
4 Consumer Staples 8.17%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$12.1K ﹤0.01%
+250
477
$12.1K ﹤0.01%
27
-8
478
$11.8K ﹤0.01%
+140
479
$11.6K ﹤0.01%
239
480
$11.3K ﹤0.01%
120
481
$11.3K ﹤0.01%
82
482
$11K ﹤0.01%
+165
483
$10.8K ﹤0.01%
7,000
484
$10.8K ﹤0.01%
999
485
$10.6K ﹤0.01%
100
486
$10.5K ﹤0.01%
100
487
$10.4K ﹤0.01%
220
488
$10.3K ﹤0.01%
+215
489
$10.2K ﹤0.01%
+195
490
$10.2K ﹤0.01%
110
491
$9.94K ﹤0.01%
+120
492
$9.91K ﹤0.01%
233
493
$9.85K ﹤0.01%
115
494
$9.45K ﹤0.01%
250
495
$9.11K ﹤0.01%
3,571
496
$8.9K ﹤0.01%
+139
497
$8.87K ﹤0.01%
321
-120
498
$8.82K ﹤0.01%
+70
499
$8.49K ﹤0.01%
296
500
$8.45K ﹤0.01%
+140