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
$471M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.6M
3
+$10.3M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$9.82M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.64M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.82%
2 Consumer Staples 10.73%
3 Energy 8.95%
4 Technology 8.9%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$429K 0.09%
+7,460
152
$414K 0.09%
+8,700
153
$413K 0.09%
+24,218
154
$401K 0.09%
+8,964
155
$393K 0.08%
+3,515
156
$373K 0.08%
+26,227
157
$372K 0.08%
+7,564
158
$372K 0.08%
+9,480
159
$370K 0.08%
+7,699
160
$364K 0.08%
+8,999
161
$360K 0.08%
+5,797
162
$351K 0.07%
+68,096
163
$342K 0.07%
+2,129
164
$340K 0.07%
+3,980
165
$328K 0.07%
+17,311
166
$320K 0.07%
+3,314
167
$304K 0.06%
+3,998
168
$302K 0.06%
+9,324
169
$299K 0.06%
+7,002
170
$294K 0.06%
+6,300
171
$293K 0.06%
+3,067
172
$291K 0.06%
+5,650
173
$290K 0.06%
+3,010
174
$288K 0.06%
+9,000
175
$288K 0.06%
+8,352
5 6
7
8 9