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
551
$3.91K ﹤0.01%
87
552
$3.9K ﹤0.01%
96
553
$3.83K ﹤0.01%
+52
554
$3.81K ﹤0.01%
+18
555
$3.8K ﹤0.01%
+93
556
$3.75K ﹤0.01%
60
557
$3.6K ﹤0.01%
50
-10
558
$3.58K ﹤0.01%
+800
559
$3.51K ﹤0.01%
+16
560
$3.51K ﹤0.01%
105
-3,640
561
$3.51K ﹤0.01%
300
562
$3.5K ﹤0.01%
85
563
$3.43K ﹤0.01%
+35
564
$3.35K ﹤0.01%
43
+10
565
$3.26K ﹤0.01%
30
566
$3.19K ﹤0.01%
+43
567
$3.16K ﹤0.01%
44
-510
568
$3.06K ﹤0.01%
27
-564
569
$3.04K ﹤0.01%
+20
570
$3.03K ﹤0.01%
+27
571
$3.01K ﹤0.01%
+153
572
$2.94K ﹤0.01%
+85
573
$2.92K ﹤0.01%
125
574
$2.9K ﹤0.01%
12
-4
575
$2.81K ﹤0.01%
+47
21 22
23
24 25