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
176
$282K 0.06%
+4,926
177
$282K 0.06%
+8,030
178
$274K 0.06%
+3,271
179
$271K 0.06%
+3,334
180
$266K 0.06%
+3,096
181
$259K 0.05%
+18,962
182
$258K 0.05%
+4,938
183
$247K 0.05%
+3,655
184
$244K 0.05%
+2,058
185
$241K 0.05%
+2,108
186
$239K 0.05%
+4,997
187
$235K 0.05%
+2,629
188
$232K 0.05%
+6,648
189
$231K 0.05%
+3,210
190
$230K 0.05%
+2,123
191
$230K 0.05%
+2,817
192
$229K 0.05%
+3,329
193
$228K 0.05%
+15,400
194
$227K 0.05%
+2,626
195
$227K 0.05%
+2,424
196
$225K 0.05%
+9,288
197
$222K 0.05%
+1,058
198
$220K 0.05%
+6,360
199
$219K 0.05%
+2,595
200
$217K 0.05%
+6,056
5 6 7
8
9