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
176
$712K 0.05%
13,577
-11,129
177
$705K 0.05%
9,176
+9,129
178
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3,383
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179
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6,158
-35
180
$687K 0.05%
32,542
+2,000
181
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3,534
-13
182
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3,040
-87
183
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6,931
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184
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5,281
185
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5,485
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186
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9,311
187
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26,603
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188
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2,690
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189
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3,611
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190
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192
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193
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194
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195
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21,880
-9,000
196
$574K 0.04%
1,717
197
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12,989
198
$571K 0.04%
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-30
199
$567K 0.04%
3,485
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200
$565K 0.04%
4,431
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8
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