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
$1B
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$25.5M
3
+$22.3M
4
MDT icon
Medtronic
MDT
+$21.6M
5
CME icon
CME Group
CME
+$15.5M

Top Sells

1
+$25.6M
2
+$24.4M
3
+$23.6M
4
INTC icon
Intel
INTC
+$23.1M
5
SON icon
Sonoco
SON
+$22.7M

Sector Composition

1 Healthcare 19.79%
2 Technology 12.36%
3 Industrials 11.71%
4 Financials 9.97%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.17%
32,397
-796
52
$1.67M 0.17%
10,657
-471
53
$1.16M 0.12%
7,101
-166
54
$1.14M 0.11%
20,090
-5,257
55
$1.12M 0.11%
29,496
-607,430
56
$1.11M 0.11%
13,314
+73
57
$1.08M 0.11%
9,336
+41
58
$1.06M 0.11%
7,130
59
$1.05M 0.11%
20,000
-260
60
$1.03M 0.1%
11,223
-905
61
$1.02M 0.1%
16,243
-263
62
$916K 0.09%
26,435
-575
63
$883K 0.09%
15,716
-67
64
$847K 0.08%
4,428
-3
65
$838K 0.08%
15,134
-413
66
$813K 0.08%
6,909
+42
67
$777K 0.08%
13,863
+2,228
68
$777K 0.08%
11,344
+553
69
$772K 0.08%
10,600
+400
70
$756K 0.08%
14,008
-436,778
71
$729K 0.07%
3,975
+177
72
$704K 0.07%
5,187
-175
73
$704K 0.07%
27,615
74
$693K 0.07%
6,761
-250,004
75
$680K 0.07%
2,708
+22
1 2
3
4 5