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
101
$1.46M 0.27%
39,565
+80
102
$1.46M 0.27%
23,370
-1,204
103
$1.39M 0.26%
51,579
-2,444
104
$1.37M 0.25%
15,344
+1,638
105
$1.36M 0.25%
8,064
+145
106
$1.35M 0.25%
32,735
+5,094
107
$1.35M 0.25%
31,636
+679
108
$1.34M 0.25%
28,714
+982
109
$1.32M 0.25%
27,245
-1,608
110
$1.3M 0.24%
18,961
+4,956
111
$1.29M 0.24%
31,297
+2,288
112
$1.21M 0.22%
36,423
+9,274
113
$1.2M 0.22%
+21,762
114
$1.19M 0.22%
12,745
-2,258
115
$1.15M 0.21%
65,913
+41,695
116
$1.11M 0.21%
12,685
-1,323
117
$1.06M 0.2%
30,896
+9,002
118
$1.06M 0.2%
26,383
+2,915
119
$1.03M 0.19%
19,798
-1,149
120
$1.03M 0.19%
15,678
+4,149
121
$1.01M 0.19%
+9,578
122
$1.01M 0.19%
15,830
+10,904
123
$991K 0.18%
22,850
+5,655
124
$972K 0.18%
+24,466
125
$962K 0.18%
15,105
-450
3 4
5
6 7