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
201
$532K 0.03%
2,018
-86
202
$530K 0.03%
2,202
203
$524K 0.03%
1,794
204
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2,144
-34
205
$492K 0.03%
17,508
206
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19,385
-500
207
$489K 0.03%
20,576
208
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6,458
-148
209
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210
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1,380
211
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3,171
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212
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1,988
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213
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6,696
-248
214
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19,714
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215
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1,260
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216
$428K 0.03%
20,111
217
$427K 0.03%
5,652
218
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5,311
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219
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3,388
220
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4,234
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221
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3,285
222
$409K 0.03%
7,215
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223
$406K 0.03%
2,824
224
$398K 0.03%
3,604
225
$394K 0.03%
2,043
-51
7 8
9
10 11