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
26
$5.44M 1.01%
30,710
+3,311
27
$5.38M 1%
169,177
+4,677
28
$5.34M 0.99%
67,446
+2,524
29
$5.29M 0.98%
83,067
-14,185
30
$5.25M 0.97%
41,341
+1,550
31
$5.19M 0.96%
66,407
+338
32
$5.09M 0.94%
44,197
+1,116
33
$5.08M 0.94%
45,380
+280
34
$5.07M 0.94%
67,168
+64
35
$5.03M 0.93%
74,714
+5,413
36
$4.98M 0.92%
136,232
+8,891
37
$4.81M 0.89%
84,807
+5,552
38
$4.8M 0.89%
59,300
-4,390
39
$4.78M 0.89%
204,083
+4,379
40
$4.76M 0.88%
44,392
+6,817
41
$4.69M 0.87%
58,083
+47,945
42
$4.62M 0.86%
147,975
-93,520
43
$4.6M 0.85%
71,174
+3,488
44
$4.48M 0.83%
198,656
+3,902
45
$4.46M 0.83%
204,484
+2,008
46
$4.4M 0.82%
49,774
+375
47
$4.33M 0.8%
55,688
+1,588
48
$4.31M 0.8%
54,254
+6,070
49
$4.16M 0.77%
84,885
+4,165
50
$4.11M 0.76%
90,396
+4,772
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