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
551
$6.14K ﹤0.01%
+18
552
$6.13K ﹤0.01%
+652
553
$6.04K ﹤0.01%
27
554
$6K ﹤0.01%
234
555
$5.79K ﹤0.01%
+128
556
$5.74K ﹤0.01%
166
557
$5.7K ﹤0.01%
8
+3
558
$5.66K ﹤0.01%
47
559
$5.63K ﹤0.01%
7,000
560
$5.57K ﹤0.01%
+12
561
$5.54K ﹤0.01%
+62
562
$5.5K ﹤0.01%
28
+10
563
$5.49K ﹤0.01%
111
-495
564
$5.38K ﹤0.01%
300
565
$5.35K ﹤0.01%
+29
566
$5.34K ﹤0.01%
63
+13
567
$5.24K ﹤0.01%
115
568
$5.24K ﹤0.01%
201
569
$5.22K ﹤0.01%
226
570
$5.18K ﹤0.01%
72
-4
571
$5.17K ﹤0.01%
97
-860
572
$5.16K ﹤0.01%
+47
573
$5.01K ﹤0.01%
83
-150
574
$4.97K ﹤0.01%
1
575
$4.97K ﹤0.01%
+38
21 22
23
24 25