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
151
$960K 0.06%
4,233
-541
152
$957K 0.06%
10,361
-1,649
153
$948K 0.06%
4,992
-58
154
$936K 0.06%
2,236
-14
155
$923K 0.06%
21,282
-68
156
$921K 0.06%
3,632
+70
157
$891K 0.06%
4,215
-17
158
$879K 0.06%
2,074
-3
159
$870K 0.06%
18,004
+2,238
160
$814K 0.05%
+29,500
161
$785K 0.05%
24,318
162
$781K 0.05%
5,674
+976
163
$780K 0.05%
4,160
-116
164
$776K 0.05%
8,555
-1,459
165
$774K 0.05%
9,191
+7,300
166
$770K 0.05%
10,954
+119
167
$763K 0.05%
4,968
-217
168
$753K 0.05%
12,990
+11,696
169
$747K 0.05%
5,691
-365
170
$738K 0.05%
6,324
-2,594
171
$733K 0.05%
2,209
172
$726K 0.05%
4,070
-162
173
$724K 0.05%
13,439
-689
174
$717K 0.05%
5,555
-93
175
$715K 0.05%
6,244
5 6
7
8 9