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
$638M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.54M
3
+$3.42M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.44M

Top Sells

1
+$12.2M
2
+$7.64M
3
+$7.26M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$7.23M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.48M

Sector Composition

1 Healthcare 14.69%
2 Consumer Staples 12.19%
3 Technology 11.29%
4 Financials 11.24%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.47M 0.7%
88,638
+10,501
52
$4.38M 0.69%
109,500
-111,780
53
$4.36M 0.68%
44,763
+2,415
54
$4.34M 0.68%
46,732
-1,235
55
$4.25M 0.67%
78,243
+1,887
56
$4.19M 0.66%
83,953
-68,917
57
$4.19M 0.66%
71,282
+60,229
58
$4.18M 0.66%
95,107
-928
59
$3.97M 0.62%
94,982
+1,632
60
$3.91M 0.61%
64,978
+4,821
61
$3.88M 0.61%
35,620
-785
62
$3.85M 0.6%
47,089
-788
63
$3.81M 0.6%
26,366
+6,491
64
$3.8M 0.6%
118,633
-10,528
65
$3.66M 0.57%
69,753
+4,306
66
$3.64M 0.57%
99,512
+2,036
67
$3.6M 0.56%
19,005
-125
68
$3.54M 0.56%
122,080
-3,700
69
$3.42M 0.54%
+87,900
70
$3.31M 0.52%
47,384
+322
71
$3.28M 0.51%
42,224
+13,348
72
$3.19M 0.5%
37,842
+861
73
$3.16M 0.5%
105,404
-3,676
74
$3.13M 0.49%
45,488
-290
75
$3.09M 0.48%
22,153
-575
1 2
3
4 5