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
76
$3.53M 0.46%
89,714
+23,450
77
$3.35M 0.44%
55,187
-5,627
78
$3.33M 0.43%
91,982
-3,636
79
$3.32M 0.43%
13,902
+6,024
80
$3.22M 0.42%
48,385
-528
81
$3.19M 0.42%
58,625
+13,276
82
$3.03M 0.4%
68,296
+735
83
$3.03M 0.4%
64,764
-2,740
84
$2.99M 0.39%
32,796
+8,006
85
$2.75M 0.36%
34,441
+5,382
86
$2.62M 0.34%
17,208
+10,276
87
$2.6M 0.34%
19,979
+12,511
88
$2.54M 0.33%
15,272
-2,496
89
$2.52M 0.33%
35,278
-645
90
$2.33M 0.3%
75,951
+8,247
91
$2.23M 0.29%
30,429
-979
92
$2.17M 0.28%
30,655
+6,537
93
$2.16M 0.28%
18,949
-107
94
$2.1M 0.27%
26,402
-6,373
95
$2.1M 0.27%
15,112
+4,086
96
$2.09M 0.27%
48,723
-425
97
$2.06M 0.27%
25,441
+2,804
98
$2.05M 0.27%
20,499
+2,284
99
$1.95M 0.25%
21,365
-3,284
100
$1.91M 0.25%
22,950
-3,313
2 3
4
5 6