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
101
$2.79M 0.18%
88,701
-6,190
102
$2.7M 0.18%
30,538
-175
103
$2.55M 0.17%
25,450
+369
104
$2.51M 0.16%
30,446
+89
105
$2.48M 0.16%
12,517
-99
106
$2.4M 0.16%
10,003
-10
107
$2.36M 0.15%
19,637
+24
108
$2.31M 0.15%
18,354
+301
109
$2.24M 0.15%
3,602
110
$2.22M 0.15%
5,208
111
$2.1M 0.14%
40,150
112
$1.93M 0.13%
31,001
+3,547
113
$1.83M 0.12%
17,511
-1,432
114
$1.77M 0.12%
29,209
-12,067
115
$1.74M 0.11%
9,425
-71
116
$1.73M 0.11%
3,562
-41
117
$1.71M 0.11%
35,782
+146
118
$1.71M 0.11%
13,429
+121
119
$1.7M 0.11%
13,854
-817
120
$1.69M 0.11%
2,950
-71
121
$1.69M 0.11%
19,702
122
$1.67M 0.11%
15,715
-1,772
123
$1.63M 0.11%
6,944
-592
124
$1.59M 0.1%
30,000
+12,335
125
$1.57M 0.1%
25,611
+8,550
3 4
5
6 7