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
101
$1.7M 0.26%
18,625
-2,267
102
$1.64M 0.25%
27,721
+1,199
103
$1.62M 0.25%
30,694
-423
104
$1.61M 0.25%
18,772
-91
105
$1.59M 0.24%
49,548
+202
106
$1.55M 0.24%
12,867
+837
107
$1.52M 0.23%
6,611
+2,263
108
$1.52M 0.23%
13,621
-841
109
$1.51M 0.23%
+18,706
110
$1.47M 0.22%
16,322
+397
111
$1.44M 0.22%
14,761
+129
112
$1.38M 0.21%
26,978
-4,436
113
$1.29M 0.2%
14,992
-1,009
114
$1.28M 0.2%
12,574
-4,896
115
$1.27M 0.19%
17,583
+23
116
$1.26M 0.19%
23,987
-1,224
117
$1.25M 0.19%
33,332
+5,929
118
$1.18M 0.18%
15,872
-2,069
119
$1.15M 0.18%
37,628
-728
120
$1.11M 0.17%
+10,654
121
$1.11M 0.17%
9,622
+139
122
$1.09M 0.17%
9,190
123
$1.07M 0.16%
8,621
+725
124
$1.07M 0.16%
18,591
-3,481
125
$1.04M 0.16%
11,744
-10,669
3 4
5
6 7