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
601
$1.5K ﹤0.01%
79
602
$1.5K ﹤0.01%
6
-9
603
$1.45K ﹤0.01%
+3
604
$1.41K ﹤0.01%
400
605
$1.31K ﹤0.01%
1,563
606
$1.24K ﹤0.01%
326
607
$1.24K ﹤0.01%
+5
608
$1.17K ﹤0.01%
17
609
$1.16K ﹤0.01%
93
-9
610
$998 ﹤0.01%
100
611
$924 ﹤0.01%
+95
612
$820 ﹤0.01%
10
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$798 ﹤0.01%
200
614
$782 ﹤0.01%
80
615
$716 ﹤0.01%
200
616
$706 ﹤0.01%
+280
617
$697 ﹤0.01%
314
618
$589 ﹤0.01%
20
619
$540 ﹤0.01%
+13
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$401 ﹤0.01%
+16
621
$399 ﹤0.01%
50
622
$332 ﹤0.01%
+8
623
$329 ﹤0.01%
+8
624
$293 ﹤0.01%
9
-201
625
$232 ﹤0.01%
+10
23 24
25
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