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
651
$646 ﹤0.01%
60
-12,671
652
$635 ﹤0.01%
500
653
$626 ﹤0.01%
+13
654
$604 ﹤0.01%
200
655
$556 ﹤0.01%
400
656
$537 ﹤0.01%
26
-5
657
$523 ﹤0.01%
50
658
$420 ﹤0.01%
1
659
$378 ﹤0.01%
200
660
$362 ﹤0.01%
95
661
$297 ﹤0.01%
15
662
$214 ﹤0.01%
12
663
$162 ﹤0.01%
2
664
$91 ﹤0.01%
1
665
$75 ﹤0.01%
5
666
$49 ﹤0.01%
9
667
$27 ﹤0.01%
10
668
$14 ﹤0.01%
13
669
– –
0
670
– –
0
671
$7 ﹤0.01%
5
672
$3 ﹤0.01%
1
673
$3 ﹤0.01%
1
674
– –
0
675
– –
-275
25 26
27
28 29