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
626
$2.65K ﹤0.01%
45
627
$2.65K ﹤0.01%
21
628
$2.35K ﹤0.01%
41
-100
629
$2.34K ﹤0.01%
85
630
$2.34K ﹤0.01%
+101
631
$2.3K ﹤0.01%
35
632
$2.24K ﹤0.01%
60
633
$2.21K ﹤0.01%
46
634
$1.92K ﹤0.01%
+4
635
$1.84K ﹤0.01%
+142
636
$1.81K ﹤0.01%
23
637
$1.66K ﹤0.01%
+15
638
$1.56K ﹤0.01%
91
-84
639
$1.53K ﹤0.01%
9
640
$1.45K ﹤0.01%
46
641
$1.39K ﹤0.01%
+58
642
$1.37K ﹤0.01%
+20
643
$1.34K ﹤0.01%
17
644
$1.33K ﹤0.01%
280
645
$1.28K ﹤0.01%
326
646
$1.28K ﹤0.01%
1,000
647
$1.24K ﹤0.01%
+12
648
$893 ﹤0.01%
10
649
$727 ﹤0.01%
80
650
$705 ﹤0.01%
78
-1
24 25
26
27 28