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
$1.17B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$4.47M
3
+$3.41M
4
ABT icon
Abbott
ABT
+$3.39M
5
AXP icon
American Express
AXP
+$2.21M

Top Sells

1
+$4.51M
2
+$2.01M
3
+$1.59M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.13M
5
MSFT icon
Microsoft
MSFT
+$1.1M

Sector Composition

1 Technology 24.32%
2 Financials 13.84%
3 Healthcare 12.26%
4 Consumer Staples 8.41%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.49M 0.55%
22,532
+11,854
52
$6.21M 0.53%
25,697
+4,552
53
$6.18M 0.53%
120,601
-146
54
$5.83M 0.5%
26,185
+289
55
$5.75M 0.49%
94,729
+32,267
56
$5.55M 0.47%
19,226
+1,330
57
$5.5M 0.47%
50,621
+588
58
$5.47M 0.47%
52,918
-1,524
59
$5.32M 0.45%
48,298
+30,815
60
$5.29M 0.45%
25,208
-764
61
$5.27M 0.45%
80,019
+560
62
$4.82M 0.41%
57,061
-2,899
63
$4.78M 0.41%
13,517
-181
64
$4.72M 0.4%
15,077
-1,018
65
$4.71M 0.4%
98,265
-1,317
66
$4.69M 0.4%
17,818
-148
67
$4.56M 0.39%
46,829
-1,004
68
$4.47M 0.38%
+3,149
69
$4.39M 0.37%
124,118
-1,137
70
$4.22M 0.36%
12,034
-21
71
$4.19M 0.36%
62,281
-227
72
$4.16M 0.35%
25,444
+100
73
$4.03M 0.34%
17,316
+56
74
$4.03M 0.34%
7,658
+241
75
$3.91M 0.33%
13,179
-417
1 2
3
4 5