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
$539M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.87M
3
+$2.99M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$2.21M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.94M

Top Sells

1
+$2.92M
2
+$1.87M
3
+$1.26M
4
FNC
SCBT FINANCIAL CORPORATION
FNC
+$1.02M
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$903K

Sector Composition

1 Healthcare 12.31%
2 Consumer Staples 10.02%
3 Energy 9.03%
4 Technology 8.68%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-68,096
252
– –
-3,442
253
– –
-2,595
254
– –
-3,655
255
– –
-20,341
256
– –
-3,134
7 8 9 10
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