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
76
$3.9M 0.33%
89,039
-1,892
77
$3.76M 0.32%
34,482
-1,304
78
$3.64M 0.31%
7,431
-12
79
$3.57M 0.3%
11,929
+110
80
$3.53M 0.3%
21,381
-272
81
$3.52M 0.3%
26,477
-1,223
82
$3.48M 0.3%
50,943
+13,334
83
$3.44M 0.29%
14,796
-563
84
$3.43M 0.29%
37,937
-1,753
85
$3.36M 0.29%
89,038
-15,085
86
$3.22M 0.27%
103,322
-8,725
87
$2.89M 0.25%
38,926
-143
88
$2.86M 0.24%
13,123
-507
89
$2.75M 0.23%
6,718
+80
90
$2.66M 0.23%
26,697
-282
91
$2.61M 0.22%
24,266
-1,043
92
$2.47M 0.21%
31,782
-275
93
$2.46M 0.21%
13,143
+11,788
94
$2.44M 0.21%
18,704
+2,955
95
$2.33M 0.2%
12,959
+240
96
$2.21M 0.19%
12,935
+4,811
97
$2.17M 0.19%
9,166
+479
98
$2.12M 0.18%
13,498
-240
99
$2.12M 0.18%
30,213
100
$1.96M 0.17%
5,208
-1
2 3
4
5 6