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
101
$1.91M 0.25%
16,645
-345
102
$1.88M 0.25%
28,243
103
$1.85M 0.24%
31,418
-2,084
104
$1.83M 0.24%
106,538
-4,544
105
$1.78M 0.23%
19,500
+2,740
106
$1.73M 0.23%
+20,638
107
$1.7M 0.22%
15,019
+292
108
$1.69M 0.22%
30,334
-775
109
$1.64M 0.21%
15,156
+3,950
110
$1.63M 0.21%
12,000
-231
111
$1.6M 0.21%
+73,200
112
$1.53M 0.2%
12,744
-2,955
113
$1.51M 0.2%
51,136
-20,436
114
$1.48M 0.19%
46,116
+8,228
115
$1.47M 0.19%
82,779
-10,295
116
$1.47M 0.19%
12,111
-680
117
$1.46M 0.19%
24,939
+4,336
118
$1.45M 0.19%
17,513
-5,672
119
$1.41M 0.18%
13,642
+828
120
$1.32M 0.17%
16,040
+200
121
$1.3M 0.17%
26,026
-636
122
$1.28M 0.17%
+10,115
123
$1.25M 0.16%
45,852
+506
124
$1.23M 0.16%
15,872
-128
125
$1.22M 0.16%
9,190
3 4
5
6 7