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
576
$2.79K ﹤0.01%
+20
577
$2.7K ﹤0.01%
10
-17
578
$2.64K ﹤0.01%
9
-6
579
$2.64K ﹤0.01%
+22
580
$2.56K ﹤0.01%
+19
581
$2.49K ﹤0.01%
13
-278
582
$2.45K ﹤0.01%
63
583
$2.43K ﹤0.01%
33
584
$2.37K ﹤0.01%
+16
585
$2.33K ﹤0.01%
+500
586
$2.33K ﹤0.01%
+35
587
$2.31K ﹤0.01%
+45
588
$2.27K ﹤0.01%
35
589
$2.22K ﹤0.01%
+9
590
$2.2K ﹤0.01%
+71
591
$2.19K ﹤0.01%
+21
592
$2.15K ﹤0.01%
23
+16
593
$2.02K ﹤0.01%
1,000
594
$1.99K ﹤0.01%
46
595
$1.97K ﹤0.01%
25
-76
596
$1.92K ﹤0.01%
700
597
$1.87K ﹤0.01%
35
-293
598
$1.86K ﹤0.01%
+53
599
$1.75K ﹤0.01%
+61
600
$1.61K ﹤0.01%
91
22 23
24
25 26