ST

Sabal Trust Portfolio holdings

AUM $1.8B
1-Year Est. Return 8.75%
This Quarter Est. Return
1 Year Est. Return
+8.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$952M
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$25.2M
2 +$1.59M
3 +$1.49M
4
GPC icon
Genuine Parts
GPC
+$1.37M
5
PFE icon
Pfizer
PFE
+$1.37M

Top Sells

1 +$495K
2 +$469K
3 +$401K
4
MRK icon
Merck
MRK
+$338K
5
VZ icon
Verizon
VZ
+$262K

Sector Composition

1 Technology 15.84%
2 Industrials 14.85%
3 Healthcare 14.82%
4 Consumer Staples 9.03%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.36M 0.14%
25,347
+664
52
$1.11M 0.12%
7,267
+53
53
$1.11M 0.12%
12,128
-1,494
54
$1.1M 0.12%
13,241
-1,222
55
$1.01M 0.11%
20,260
+60
56
$1.01M 0.11%
9,295
+214
57
$1M 0.11%
7,130
+380
58
$999K 0.11%
16,506
-22
59
$887K 0.09%
6,867
+160
60
$844K 0.09%
4,431
+23
61
$844K 0.09%
15,783
-360
62
$831K 0.09%
15,547
-2,245
63
$830K 0.09%
27,010
-450
64
$756K 0.08%
10,200
65
$703K 0.07%
27,615
66
$700K 0.07%
10,791
+150
67
$696K 0.07%
11,635
+105
68
$685K 0.07%
5,362
+147
69
$662K 0.07%
26,586
-1,892
70
$649K 0.07%
2,686
71
$643K 0.07%
3,798
+1,228
72
$643K 0.07%
4,680
+5
73
$625K 0.07%
64,838
74
$617K 0.06%
4,197
+179
75
$613K 0.06%
3,787
-774