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
$656M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.73M
3
+$1.51M
4
PG icon
Procter & Gamble
PG
+$1.25M
5
USB icon
US Bancorp
USB
+$1.15M

Top Sells

1
+$13.5M
2
+$3.67M
3
+$1.91M
4
DHR icon
Danaher
DHR
+$1.69M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.63M

Sector Composition

1 Healthcare 13.41%
2 Consumer Staples 12.67%
3 Financials 12.39%
4 Technology 11.74%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.42M 0.67%
67,678
+1,567
52
$4.24M 0.65%
84,040
-4,300
53
$4.22M 0.64%
53,650
+2,993
54
$4.13M 0.63%
37,740
+587
55
$4.01M 0.61%
55,770
-9,753
56
$3.98M 0.61%
34,255
+330
57
$3.95M 0.6%
18,256
+2,140
58
$3.94M 0.6%
48,710
-167,558
59
$3.92M 0.6%
57,055
-4,534
60
$3.84M 0.59%
47,644
-149
61
$3.69M 0.56%
16,460
-337
62
$3.66M 0.56%
94,220
+1,020
63
$3.66M 0.56%
61,437
-19,574
64
$3.64M 0.56%
90,580
-2,660
65
$3.59M 0.55%
100,002
-6,500
66
$3.59M 0.55%
43,420
+13,783
67
$3.56M 0.54%
47,400
+2,421
68
$3.54M 0.54%
42,114
+643
69
$3.53M 0.54%
55,132
-5,717
70
$3.53M 0.54%
23,930
-299
71
$3.4M 0.52%
86,555
-3,851
72
$3.09M 0.47%
62,449
-2,660
73
$3.02M 0.46%
24,093
+1,186
74
$2.95M 0.45%
41,755
+1,299
75
$2.83M 0.43%
18,644
+394
1 2
3
4 5