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
201
$275K 0.04%
2,031
202
$275K 0.04%
+1,823
203
$272K 0.04%
3,123
204
$271K 0.04%
2,066
-31
205
$261K 0.04%
4,259
206
$256K 0.04%
9,000
207
$254K 0.04%
3,494
-176
208
$244K 0.04%
1,392
+44
209
$244K 0.04%
5,932
210
$242K 0.04%
4,850
-392
211
$238K 0.04%
+2,452
212
$236K 0.04%
2,421
213
$231K 0.04%
11,961
+12
214
$225K 0.03%
+2,925
215
$217K 0.03%
1,012
+115
216
$214K 0.03%
1,531
-302
217
$212K 0.03%
1,212
-190
218
$211K 0.03%
+1,421
219
$211K 0.03%
+1,716
220
$207K 0.03%
2,867
+102
221
$207K 0.03%
+1,133
222
$206K 0.03%
25,000
223
$203K 0.03%
+3,000
224
$202K 0.03%
+6,490
225
$167K 0.03%
11,500
-512
6 7 8
9
10