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
101
$1.92M 0.16%
11,035
-356
102
$1.91M 0.16%
53,455
-23,992
103
$1.9M 0.16%
15,696
-856
104
$1.87M 0.16%
19,768
+58
105
$1.82M 0.16%
19,360
-534
106
$1.79M 0.15%
7,341
+72
107
$1.73M 0.15%
12,508
-25
108
$1.7M 0.15%
20,332
+100
109
$1.69M 0.14%
41,958
-8,598
110
$1.69M 0.14%
209,087
-29,492
111
$1.66M 0.14%
20,118
-4,381
112
$1.62M 0.14%
8,163
-175
113
$1.61M 0.14%
55,916
-23,943
114
$1.59M 0.14%
10,920
+857
115
$1.58M 0.13%
30,699
-439
116
$1.55M 0.13%
35,715
-527
117
$1.46M 0.12%
18,062
-4,098
118
$1.46M 0.12%
6,854
+459
119
$1.43M 0.12%
3,705
-47
120
$1.42M 0.12%
4,683
-796
121
$1.4M 0.12%
18,575
+113
122
$1.39M 0.12%
10,474
-6
123
$1.3M 0.11%
24,973
+972
124
$1.25M 0.11%
10,850
-1,521
125
$1.19M 0.1%
12,774
-1,116
3 4
5
6 7