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
526
$7.33K ﹤0.01%
910
527
$7.2K ﹤0.01%
220
528
$7.13K ﹤0.01%
77
529
$6.99K ﹤0.01%
+76
530
$6.95K ﹤0.01%
+18
531
$6.85K ﹤0.01%
17
+8
532
$6.84K ﹤0.01%
+15
533
$6.83K ﹤0.01%
141
-98
534
$6.81K ﹤0.01%
200
535
$6.72K ﹤0.01%
+315
536
$6.71K ﹤0.01%
+175
537
$6.7K ﹤0.01%
115
538
$6.61K ﹤0.01%
24
+14
539
$6.57K ﹤0.01%
1,000
540
$6.56K ﹤0.01%
+202
541
$6.55K ﹤0.01%
52
+36
542
$6.49K ﹤0.01%
+26
543
$6.46K ﹤0.01%
+16
544
$6.46K ﹤0.01%
350
545
$6.45K ﹤0.01%
+102
546
$6.39K ﹤0.01%
+68
547
$6.39K ﹤0.01%
+45
548
$6.37K ﹤0.01%
+25
549
$6.24K ﹤0.01%
515
550
$6.21K ﹤0.01%
+134
20 21
22
23 24