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
51
$6.01M 0.78%
67,235
+12,442
52
$5.88M 0.77%
116,713
+61,909
53
$5.86M 0.76%
131,356
+4,850
54
$5.68M 0.74%
110,125
-50,029
55
$5.54M 0.72%
92,628
-404
56
$5.38M 0.7%
60,507
+14,065
57
$5.32M 0.69%
40,376
-478
58
$5.2M 0.68%
59,947
+3,798
59
$4.97M 0.65%
79,071
-4,150
60
$4.9M 0.64%
74,351
-452
61
$4.52M 0.59%
108,323
+4,735
62
$4.47M 0.58%
34,853
+19,048
63
$4.4M 0.57%
103,740
+12,140
64
$4.33M 0.57%
40,387
+1,952
65
$4.09M 0.53%
92,380
+24,500
66
$4.03M 0.53%
16,195
-150
67
$4.02M 0.52%
64,375
-27,283
68
$3.97M 0.52%
34,355
+376
69
$3.94M 0.51%
49,753
-2,735
70
$3.88M 0.51%
49,006
-12,045
71
$3.78M 0.49%
23,640
-400
72
$3.7M 0.48%
61,975
-697
73
$3.64M 0.47%
43,267
+4,702
74
$3.63M 0.47%
56,768
+6,931
75
$3.61M 0.47%
40,140
+1,203
1 2
3
4 5