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
576
$4.92K ﹤0.01%
125
577
$4.92K ﹤0.01%
800
578
$4.88K ﹤0.01%
1,563
579
$4.73K ﹤0.01%
65
-89
580
$4.73K ﹤0.01%
+16
581
$4.7K ﹤0.01%
25
582
$4.69K ﹤0.01%
26
583
$4.65K ﹤0.01%
27
584
$4.63K ﹤0.01%
42
-22
585
$4.62K ﹤0.01%
+140
586
$4.59K ﹤0.01%
28
587
$4.41K ﹤0.01%
57
588
$4.39K ﹤0.01%
93
589
$4.39K ﹤0.01%
84
+49
590
$4.32K ﹤0.01%
+39
591
$4.28K ﹤0.01%
+48
592
$4.27K ﹤0.01%
87
593
$4.14K ﹤0.01%
+72
594
$4.08K ﹤0.01%
+31
595
$4.05K ﹤0.01%
+131
596
$4.03K ﹤0.01%
+24
597
$3.99K ﹤0.01%
+682
598
$3.95K ﹤0.01%
38
599
$3.95K ﹤0.01%
60
600
$3.95K ﹤0.01%
20
22 23
24
25 26