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
126
$1.56M 0.1%
27,510
+7
127
$1.51M 0.1%
9,994
-669
128
$1.49M 0.1%
6,731
+817
129
$1.42M 0.09%
35,511
-10,084
130
$1.41M 0.09%
1,377
+126
131
$1.33M 0.09%
17,528
+392
132
$1.27M 0.08%
18,160
+6,619
133
$1.26M 0.08%
3,118
+129
134
$1.22M 0.08%
+20,687
135
$1.21M 0.08%
26,989
+24,147
136
$1.21M 0.08%
6,436
+297
137
$1.19M 0.08%
10,278
-579
138
$1.17M 0.08%
8,350
-437
139
$1.13M 0.07%
3,778
+3,490
140
$1.12M 0.07%
19,855
-934
141
$1.11M 0.07%
9,803
-261
142
$1.11M 0.07%
9,710
-738
143
$1.06M 0.07%
2,910
144
$1.05M 0.07%
8,325
-1,274
145
$1.05M 0.07%
4,110
146
$1.04M 0.07%
5,173
-38
147
$1.01M 0.07%
16,229
+3,225
148
$1M 0.07%
28,000
149
$978K 0.06%
20,037
-40,878
150
$970K 0.06%
9,966
-429
4 5
6
7 8