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
76
$2.73M 0.42%
33,854
-20,208
77
$2.69M 0.41%
33,547
+146
78
$2.67M 0.41%
61,368
+1,960
79
$2.58M 0.39%
61,114
-3,600
80
$2.58M 0.39%
47,824
81
$2.54M 0.39%
37,449
-8,488
82
$2.43M 0.37%
57,980
+20,800
83
$2.36M 0.36%
113,342
+4,640
84
$2.32M 0.35%
31,327
-1,654
85
$2.24M 0.34%
75,622
-18,352
86
$2.24M 0.34%
35,368
+398
87
$2.21M 0.34%
25,356
-3,391
88
$2.16M 0.33%
49,285
+4,055
89
$2.12M 0.32%
33,236
90
$2.12M 0.32%
20,352
-95
91
$2.04M 0.31%
+63,730
92
$2.04M 0.31%
32,333
-1,862
93
$1.93M 0.29%
28,713
-1,262
94
$1.88M 0.29%
17,831
+356
95
$1.87M 0.28%
20,437
-347
96
$1.85M 0.28%
66,584
+462
97
$1.82M 0.28%
22,845
-2,498
98
$1.79M 0.27%
22,664
+166
99
$1.75M 0.27%
20,179
+3,942
100
$1.71M 0.26%
31,708
-2,475
2 3
4
5 6