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
51
$7.48M 0.49%
22,025
+221
52
$7.29M 0.48%
47,937
-2,745
53
$7.13M 0.47%
41,376
+38,400
54
$7.11M 0.47%
66,142
-1,271
55
$6.82M 0.45%
30,857
-2,418
56
$6.6M 0.43%
85,476
-19,073
57
$6.59M 0.43%
14,260
-110
58
$6.51M 0.43%
18,072
+563
59
$6.19M 0.41%
23,738
-596
60
$5.98M 0.39%
48,227
-228
61
$5.89M 0.39%
380,187
-88,257
62
$5.81M 0.38%
26,452
-337
63
$5.69M 0.37%
50,295
-1,323
64
$5.6M 0.37%
16,738
-114
65
$5.58M 0.37%
25,970
+1,245
66
$5.48M 0.36%
26,681
-1,175
67
$5.43M 0.36%
91,730
-9,456
68
$5.39M 0.35%
23,872
-799
69
$5.29M 0.35%
21,435
-3,919
70
$5.28M 0.35%
61,843
+7,093
71
$5.15M 0.34%
25,594
-3
72
$5.13M 0.34%
46,036
-789
73
$5.12M 0.34%
81,681
-4,764
74
$5.03M 0.33%
46,648
-829
75
$5M 0.33%
27,738
+1,170
1 2
3
4 5