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
$1.17B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$4.47M
3
+$3.41M
4
ABT icon
Abbott
ABT
+$3.39M
5
AXP icon
American Express
AXP
+$2.21M

Top Sells

1
+$4.51M
2
+$2.01M
3
+$1.59M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.13M
5
MSFT icon
Microsoft
MSFT
+$1.1M

Sector Composition

1 Technology 24.32%
2 Financials 13.84%
3 Healthcare 12.26%
4 Consumer Staples 8.41%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$428K 0.04%
20,261
-9,200
202
$424K 0.04%
1,707
+448
203
$419K 0.04%
2,202
+403
204
$416K 0.04%
3,725
-26
205
$413K 0.04%
3,620
206
$371K 0.03%
7,648
207
$368K 0.03%
2,933
208
$367K 0.03%
1,794
-60
209
$364K 0.03%
1,021
-12
210
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3,738
+126
211
$354K 0.03%
3,568
+1,214
212
$341K 0.03%
20,342
-3,508
213
$335K 0.03%
536
-77
214
$323K 0.03%
5,893
-1,436
215
$321K 0.03%
6,707
-967
216
$320K 0.03%
18,885
+20
217
$300K 0.03%
3,897
-226
218
$298K 0.03%
2,895
219
$297K 0.03%
2,348
-304
220
$292K 0.02%
2,200
221
$292K 0.02%
2,824
222
$290K 0.02%
3,243
-179
223
$289K 0.02%
16,094
-5,692
224
$284K 0.02%
2,975
225
$270K 0.02%
7,467
-1,170
7 8
9
10 11