SC

SouthState Corp Portfolio holdings

AUM $2.29B
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$767M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.9M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.48M
5
DD icon
DuPont de Nemours
DD
+$2.44M

Top Sells

1
+$2.58M
2
+$2M
3
+$1.7M
4
USB icon
US Bancorp
USB
+$1.44M
5
KSS icon
Kohl's
KSS
+$1.24M

Sector Composition

1 Financials 13.38%
2 Healthcare 12.96%
3 Technology 12.53%
4 Consumer Staples 10.93%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.16M 1.06%
345,826
+29,375
27
$8.11M 1.06%
156,205
-825
28
$8.09M 1.06%
187,854
+17,503
29
$8.02M 1.05%
222,263
+6,729
30
$7.95M 1.04%
47,717
-780
31
$7.9M 1.03%
136,994
-7,000
32
$7.82M 1.02%
97,287
+3,304
33
$7.73M 1.01%
32,790
+10,535
34
$7.44M 0.97%
66,537
+2,310
35
$7.37M 0.96%
196,049
+14,251
36
$7.36M 0.96%
44,505
+8,156
37
$7.31M 0.95%
103,573
+414
38
$7.22M 0.94%
91,937
+8,421
39
$7.2M 0.94%
79,311
+5,386
40
$7.19M 0.94%
229,169
-31,868
41
$7.14M 0.93%
40,351
+3,091
42
$6.92M 0.9%
64,455
+3,764
43
$6.72M 0.88%
88,644
-2,026
44
$6.72M 0.88%
86,018
+29,142
45
$6.67M 0.87%
126,092
+73,759
46
$6.61M 0.86%
58,781
+9,875
47
$6.26M 0.82%
61,113
-811
48
$6.2M 0.81%
45,515
+5,106
49
$6.04M 0.79%
57,017
-1,149
50
$6.04M 0.79%
145,600
+32,720
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