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
76
$3.25M 0.45%
32,087
-12,138
77
$3.23M 0.45%
88,968
+29,336
78
$3.19M 0.44%
38,163
+2,028
79
$3.12M 0.43%
36,798
-735
80
$3.09M 0.43%
55,730
-196
81
$3.09M 0.43%
46,378
-2,650
82
$2.92M 0.41%
66,285
+1,631
83
$2.8M 0.39%
23,926
+6,417
84
$2.79M 0.39%
90,728
-14,408
85
$2.74M 0.38%
48,994
+6,779
86
$2.66M 0.37%
26,847
-9,942
87
$2.62M 0.37%
163,815
-14,987
88
$2.59M 0.36%
49,676
+8,160
89
$2.58M 0.36%
16,583
-1,366
90
$2.58M 0.36%
12,440
-550
91
$2.45M 0.34%
50,744
+7,742
92
$2.42M 0.34%
35,938
-13
93
$2.41M 0.33%
20,683
+3,134
94
$2.38M 0.33%
30,269
-1,166
95
$2.37M 0.33%
58,904
+12,811
96
$2.37M 0.33%
36,902
+3,437
97
$2.32M 0.32%
31,835
+4,784
98
$2.31M 0.32%
30,948
-11,265
99
$2.29M 0.32%
34,984
+115
100
$2.24M 0.31%
21,081
+1,695
2 3
4
5 6