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
76
$4.99M 0.33%
96,485
-9,833
77
$4.98M 0.33%
40,652
+40,124
78
$4.95M 0.32%
16,904
-718
79
$4.72M 0.31%
17,857
-44
80
$4.44M 0.29%
2,100
81
$4.42M 0.29%
8,731
-74
82
$4.36M 0.29%
43,859
+994
83
$4.32M 0.28%
27,491
+399
84
$4.24M 0.28%
49,251
-1,474
85
$4.15M 0.27%
14,329
-432
86
$4.11M 0.27%
62,759
-1,988
87
$4.07M 0.27%
13,708
-579
88
$3.99M 0.26%
83,388
-15,688
89
$3.56M 0.23%
6,968
90
$3.47M 0.23%
7,985
+2
91
$3.41M 0.22%
12,651
+185
92
$3.29M 0.22%
43,457
-11,187
93
$3.28M 0.21%
24,415
+46
94
$3.24M 0.21%
32,550
-1,494
95
$3.07M 0.2%
7,644
+10
96
$3.05M 0.2%
18,025
97
$2.99M 0.2%
10,333
+2,499
98
$2.93M 0.19%
78,102
-8,936
99
$2.89M 0.19%
97,734
-30,573
100
$2.79M 0.18%
54,820
+29,457
2 3
4
5 6