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
126
$1.14M 0.1%
11,309
-100
127
$1.11M 0.09%
19,982
+133
128
$1.08M 0.09%
21,850
+4,040
129
$1.07M 0.09%
3,615
-169
130
$1.07M 0.09%
12,695
-467
131
$1.05M 0.09%
6,158
-865
132
$1.04M 0.09%
22,202
-3,744
133
$1.04M 0.09%
3,474
+2,974
134
$1.03M 0.09%
2,275
-30
135
$998K 0.09%
27,034
-2,584
136
$962K 0.08%
5,372
-123
137
$957K 0.08%
3,652
-12
138
$955K 0.08%
8,872
+2,226
139
$949K 0.08%
5,773
-1,061
140
$943K 0.08%
28,000
141
$942K 0.08%
9,237
+13
142
$938K 0.08%
2,284
143
$901K 0.08%
8,319
-253
144
$868K 0.07%
5,255
-110
145
$852K 0.07%
10,789
-2,920
146
$849K 0.07%
24,499
-2,637
147
$842K 0.07%
16,749
-2,519
148
$827K 0.07%
2,069
-32
149
$823K 0.07%
13,141
150
$795K 0.07%
5,313
-71
4 5
6
7 8