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
76
$2.28M 0.42%
38,494
+5,224
77
$2.21M 0.41%
129,836
+2,576
78
$2.21M 0.41%
66,535
+13,081
79
$2.21M 0.41%
+73,419
80
$2.18M 0.41%
26,120
+1,420
81
$2.12M 0.39%
41,275
+4,818
82
$2.11M 0.39%
33,672
+2,240
83
$2.04M 0.38%
42,655
-1,040
84
$2.04M 0.38%
31,070
+1,483
85
$2.02M 0.37%
23,275
+6,307
86
$2.01M 0.37%
23,329
-8,230
87
$1.97M 0.37%
116,440
+20,720
88
$1.94M 0.36%
+40,398
89
$1.9M 0.35%
16,867
+5,822
90
$1.89M 0.35%
42,211
+6,385
91
$1.88M 0.35%
41,318
+4,851
92
$1.82M 0.34%
73,650
-7,611
93
$1.69M 0.31%
46,378
+10,478
94
$1.68M 0.31%
41,096
-3,252
95
$1.65M 0.31%
24,885
-234
96
$1.59M 0.3%
16,561
+4,591
97
$1.59M 0.3%
20,665
-876
98
$1.57M 0.29%
40,372
+11,218
99
$1.54M 0.29%
17,017
+4,280
100
$1.49M 0.28%
22,543
+2,768
2 3
4
5 6