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
$718M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$6.35M
3
+$3.59M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$3.45M
5
GS icon
Goldman Sachs
GS
+$3.2M

Top Sells

1
+$2.56M
2
+$2.01M
3
+$1.99M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.52M
5
VFC icon
VF Corp
VFC
+$1.43M

Sector Composition

1 Healthcare 13.6%
2 Technology 10.14%
3 Financials 9.97%
4 Consumer Staples 9%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.21M 0.72%
55,794
+7,375
52
$5.03M 0.7%
52,744
+4,114
53
$4.68M 0.65%
49,025
-791
54
$4.51M 0.63%
72,958
+41,858
55
$4.49M 0.62%
169,140
+318
56
$4.43M 0.62%
81,456
+4,391
57
$4.37M 0.61%
37,665
+337
58
$4.31M 0.6%
68,839
+12,056
59
$4.1M 0.57%
65,485
+714
60
$4.1M 0.57%
101,647
+12,239
61
$4.04M 0.56%
204,506
+53,543
62
$4.03M 0.56%
46,722
-432
63
$3.91M 0.54%
48,173
-22
64
$3.85M 0.54%
47,828
+62
65
$3.84M 0.54%
41,114
+18,309
66
$3.77M 0.52%
96,161
+1,780
67
$3.72M 0.52%
45,572
+6,210
68
$3.67M 0.51%
22,378
-380
69
$3.64M 0.51%
33,425
+55
70
$3.57M 0.5%
86,773
-419
71
$3.48M 0.48%
126,940
-7,534
72
$3.45M 0.48%
+477,662
73
$3.41M 0.48%
109,736
+1,224
74
$3.33M 0.46%
67,741
-2,051
75
$3.28M 0.46%
19,200
-50
1 2
3
4 5