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
$654M
AUM Growth
-$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$5.5M
3
+$3.76M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.93M
5
BAC icon
Bank of America
BAC
+$2.59M

Top Sells

1
+$16.9M
2
+$6.55M
3
+$6.3M
4
GLW icon
Corning
GLW
+$2.81M
5
CMCSA icon
Comcast
CMCSA
+$2.8M

Sector Composition

1 Healthcare 13.3%
2 Consumer Staples 10.8%
3 Technology 10.38%
4 Financials 10.18%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.51M 0.69%
47,967
-1,058
52
$4.5M 0.69%
79,120
+6,162
53
$4.47M 0.68%
61,660
+1,423
54
$4.15M 0.63%
52,583
-12,756
55
$3.96M 0.6%
96,035
-126
56
$3.95M 0.6%
253,495
+166,464
57
$3.92M 0.6%
36,405
-1,260
58
$3.92M 0.6%
49,208
-212,354
59
$3.92M 0.6%
76,356
-20,040
60
$3.82M 0.58%
42,348
+1,234
61
$3.76M 0.58%
+65,447
62
$3.74M 0.57%
45,635
-2,538
63
$3.68M 0.56%
78,137
-3,319
64
$3.68M 0.56%
47,877
+49
65
$3.68M 0.56%
46,761
+1,189
66
$3.68M 0.56%
79,400
+10,561
67
$3.67M 0.56%
33,465
+40
68
$3.62M 0.55%
67,339
+1,854
69
$3.56M 0.54%
19,130
-70
70
$3.52M 0.54%
97,476
-4,171
71
$3.41M 0.52%
125,780
-1,160
72
$3.37M 0.51%
93,350
+4,382
73
$3.32M 0.51%
60,157
+11,163
74
$3.25M 0.5%
47,062
+340
75
$3.18M 0.49%
22,728
+350
1 2
3
4 5