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
601
$3.91K ﹤0.01%
24
602
$3.9K ﹤0.01%
400
603
$3.9K ﹤0.01%
30
604
$3.89K ﹤0.01%
+9
605
$3.85K ﹤0.01%
+134
606
$3.83K ﹤0.01%
+40
607
$3.8K ﹤0.01%
96
608
$3.74K ﹤0.01%
+92
609
$3.72K ﹤0.01%
+64
610
$3.71K ﹤0.01%
+7
611
$3.57K ﹤0.01%
11
612
$3.55K ﹤0.01%
20
613
$3.35K ﹤0.01%
12
614
$3.32K ﹤0.01%
+50
615
$3.29K ﹤0.01%
16
616
$3.23K ﹤0.01%
9
617
$3.2K ﹤0.01%
35
618
$3.17K ﹤0.01%
30
619
$3.1K ﹤0.01%
43
620
$2.99K ﹤0.01%
63
621
$2.89K ﹤0.01%
37
-153
622
$2.88K ﹤0.01%
100
623
$2.84K ﹤0.01%
33
624
$2.83K ﹤0.01%
56
625
$2.76K ﹤0.01%
35
23 24
25
26 27