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
501
$9.32K ﹤0.01%
+96
502
$9.27K ﹤0.01%
+95
503
$9.09K ﹤0.01%
269
504
$9.09K ﹤0.01%
233
505
$8.99K ﹤0.01%
101
+49
506
$8.98K ﹤0.01%
+88
507
$8.96K ﹤0.01%
130
-9
508
$8.84K ﹤0.01%
17
-20
509
$8.79K ﹤0.01%
+116
510
$8.69K ﹤0.01%
1,027
511
$8.6K ﹤0.01%
+147
512
$8.53K ﹤0.01%
100
513
$8.45K ﹤0.01%
12
514
$8.21K ﹤0.01%
354
515
$7.85K ﹤0.01%
743
+118
516
$7.84K ﹤0.01%
+24
517
$7.83K ﹤0.01%
+68
518
$7.83K ﹤0.01%
30
519
$7.8K ﹤0.01%
+31
520
$7.8K ﹤0.01%
+209
521
$7.76K ﹤0.01%
+203
522
$7.66K ﹤0.01%
2,000
523
$7.53K ﹤0.01%
+36
524
$7.45K ﹤0.01%
14
525
$7.37K ﹤0.01%
130
19 20
21
22 23