SC

SouthState Corp Portfolio holdings

AUM $2.24B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
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
+$6.57M
2
+$3.7M
3
+$2.77M
4
MSFT icon
Microsoft
MSFT
+$2.34M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.26M

Top Sells

1
+$1.75M
2
+$1.44M
3
+$1.25M
4
CSCO icon
Cisco
CSCO
+$1.14M
5
PHYS icon
Sprott Physical Gold
PHYS
+$751K

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
526
$5.41K ﹤0.01%
27
-6
527
$5.39K ﹤0.01%
130
528
$5.38K ﹤0.01%
1,000
529
$5.37K ﹤0.01%
226
530
$5.25K ﹤0.01%
5
+4
531
$5.1K ﹤0.01%
+65
532
$4.96K ﹤0.01%
201
533
$4.94K ﹤0.01%
68
-10
534
$4.82K ﹤0.01%
25
535
$4.65K ﹤0.01%
+625
536
$4.6K ﹤0.01%
52
537
$4.57K ﹤0.01%
+72
538
$4.47K ﹤0.01%
+57
539
$4.47K ﹤0.01%
+3
540
$4.43K ﹤0.01%
87
-255
541
$4.37K ﹤0.01%
166
542
$4.35K ﹤0.01%
+28
543
$4.33K ﹤0.01%
26
+4
544
$4.22K ﹤0.01%
9
+7
545
$4.2K ﹤0.01%
30
546
$4.16K ﹤0.01%
24
-40
547
$4.1K ﹤0.01%
27
+17
548
$3.96K ﹤0.01%
+1
549
$3.95K ﹤0.01%
+12
550
$3.91K ﹤0.01%
38
-58
20 21
22
23 24